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 | $2,389 | $202,318-98.8% | $172,739-98.6% | $152,861-98.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 45.95% | 1029.65%-983.7pp | 802.84%-756.9pp | 345.32%-299.4pp |
| Employer contribution / active EE | $751 | $5,856-87.2% | $5,143-85.4% | $4,762-84.2% |
| Participant deferral / active EE | $1,159 | $5,948-80.5% | $5,198-77.7% | $5,850-80.2% |
| Admin fee / account holder | $463 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |