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 10-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 | $2,792 | $202,318-98.6% | $172,739-98.4% | $152,861-98.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 12.62% | 1029.65%-1017.0pp | 802.84%-790.2pp | 345.32%-332.7pp |
| Employer contribution / active EE | $1,116 | $5,856-80.9% | $5,143-78.3% | $4,762-76.6% |
| Participant deferral / active EE | $580 | $5,948-90.3% | $5,198-88.8% | $5,850-90.1% |
| Admin fee / account holder | $3,488 | $17,109-79.6% | $13,954-75.0% | $11,596-69.9% |