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 | $2,391 | $198,466-98.8% | $170,442-98.6% | $147,584-98.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 821.07% | 257.29%+563.8pp | 205.93%+615.1pp | 578.55%+242.5pp |
| Employer contribution / active EE | $982 | $6,184-84.1% | $5,433-81.9% | $4,876-79.9% |
| Participant deferral / active EE | $1,255 | $5,629-77.7% | $4,939-74.6% | $5,439-76.9% |
| Admin fee / account holder | $2,230 | $16,852-86.8% | $13,880-83.9% | $10,885-79.5% |