See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,120 | $209,411-88.0% | $178,490-85.9% | $158,922-84.2% |
| Participation rate | 88.2% | 86.3%+1.9pp | 81.9%+6.3pp | 82.0%+6.3pp |
| Annual return | 11.57% | 188.75%-177.2pp | 151.07%-139.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $679 | $5,706-88.1% | $5,011-86.4% | $4,761-85.7% |
| Participant deferral / active EE | $1,688 | $5,954-71.6% | $5,202-67.5% | $5,982-71.8% |
| Admin fee / account holder | $1,206 | $17,074-92.9% | $13,984-91.4% | $11,246-89.3% |