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 6-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 | $14,279 | $209,832-93.2% | $189,513-92.5% | $167,490-91.5% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 15.12% | 748.27%-733.2pp | 555.15%-540.0pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,406 | $6,914-79.7% | $6,162-77.2% | $4,837-70.9% |
| Participant deferral / active EE | $2,951 | $8,935-67.0% | $8,221-64.1% | $6,341-53.5% |
| Admin fee / account holder | $472 | $14,293-96.7% | $12,045-96.1% | $12,309-96.2% |