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 9-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 | $2,622 | $189,613-98.6% | $167,512-98.4% | $142,382-98.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.02% | 2024.68%-2005.7pp | 1615.79%-1596.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $221 | $4,349-94.9% | $3,882-94.3% | $4,299-94.9% |
| Participant deferral / active EE | $633 | $6,981-90.9% | $6,405-90.1% | $6,507-90.3% |
| Admin fee / account holder | $700 | $10,528-93.4% | $9,769-92.8% | $12,624-94.5% |