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 6-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 | $22,633 | $444,907-94.9% | $304,612-92.6% | $382,429-94.1% |
| Participation rate | 84.6% | 89.6%-5.0pp | 81.9%+2.7pp | 87.7%-3.1pp |
| Annual return | 14.92% | 345.83%-330.9pp | 329.91%-315.0pp | 248.85%-233.9pp |
| Employer contribution / active EE | $755 | $10,568-92.9% | $7,476-89.9% | $8,036-90.6% |
| Participant deferral / active EE | $2,591 | $7,127-63.6% | $5,388-51.9% | $5,727-54.8% |
| Admin fee / account holder | $323 | $16,329-98.0% | $12,962-97.5% | $30,732-98.9% |