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 10-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 | $5,637 | $150,440-96.3% | $136,294-95.9% | $147,584-96.2% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 22.57% | 1049.08%-1026.5pp | 5155.94%-5133.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $885 | $5,256-83.2% | $4,695-81.2% | $4,876-81.9% |
| Participant deferral / active EE | $1,101 | $6,630-83.4% | $6,247-82.4% | $5,439-79.8% |
| Admin fee / account holder | $3,746 | $10,905-65.7% | $9,243-59.5% | $10,885-65.6% |