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 5-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 | $7,986 | $175,202-95.4% | $149,673-94.7% | $139,434-94.3% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 19.89% | 166.71%-146.8pp | 134.42%-114.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $959 | $5,474-82.5% | $4,818-80.1% | $4,751-79.8% |
| Participant deferral / active EE | $1,336 | $6,519-79.5% | $5,680-76.5% | $6,710-80.1% |
| Admin fee / account holder | $704 | $16,150-95.6% | $13,210-94.7% | $11,403-93.8% |