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 | $1,686 | $183,519-99.1% | $155,509-98.9% | $145,922-98.8% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.68% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $405 | $5,313-92.4% | $4,672-91.3% | $4,660-91.3% |
| Participant deferral / active EE | $633 | $6,462-90.2% | $5,626-88.8% | $6,688-90.5% |
| Admin fee / account holder | $646 | $19,313-96.7% | $15,912-95.9% | $13,397-95.2% |