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 | $8,041 | $138,065-94.2% | $123,544-93.5% | $135,375-94.1% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | 65.52% | 153.68%-88.2pp | 119.20%-53.7pp | 519.73%-454.2pp |
| Employer contribution / active EE | $423 | $5,151-91.8% | $4,628-90.9% | $4,779-91.2% |
| Participant deferral / active EE | $2,176 | $6,799-68.0% | $6,426-66.1% | $5,609-61.2% |
| Admin fee / account holder | $2,331 | $10,916-78.6% | $9,284-74.9% | $10,827-78.5% |