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 | $4,230 | $202,318-97.9% | $172,739-97.6% | $152,861-97.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 39.82% | 1029.65%-989.8pp | 802.84%-763.0pp | 345.32%-305.5pp |
| Employer contribution / active EE | $782 | $5,856-86.6% | $5,143-84.8% | $4,762-83.6% |
| Participant deferral / active EE | $1,534 | $5,948-74.2% | $5,198-70.5% | $5,850-73.8% |
| Admin fee / account holder | $300 | $17,109-98.2% | $13,954-97.8% | $11,596-97.4% |