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 7-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 | $13,204 | $185,822-92.9% | $169,993-92.2% | $139,434-90.5% |
| Participation rate | 86.7% | 87.8%-1.1pp | 87.0%-0.3pp | 80.3%+6.3pp |
| Annual return | 24.05% | 60.50%-36.5pp | 53.37%-29.3pp | 372.94%-348.9pp |
| Employer contribution / active EE | $245 | $7,590-96.8% | $6,785-96.4% | $4,751-94.8% |
| Participant deferral / active EE | $2,261 | $11,622-80.5% | $10,408-78.3% | $6,710-66.3% |
| Admin fee / account holder | $3,062 | $15,381-80.1% | $12,815-76.1% | $11,403-73.1% |