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 8-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 | $4,756 | $209,832-97.7% | $189,513-97.5% | $167,490-97.2% |
| Participation rate | 73.7% | 88.7%-15.0pp | 87.8%-14.1pp | 82.1%-8.4pp |
| Annual return | 19.30% | 748.27%-729.0pp | 555.15%-535.8pp | 478.56%-459.3pp |
| Employer contribution / active EE | $508 | $6,914-92.6% | $6,162-91.7% | $4,837-89.5% |
| Participant deferral / active EE | $1,353 | $8,935-84.9% | $8,221-83.5% | $6,341-78.7% |
| Admin fee / account holder | $1,557 | $14,293-89.1% | $12,045-87.1% | $12,309-87.4% |