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 7-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 | $19,067 | $166,020-88.5% | $164,866-88.4% | $145,959-86.9% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 20.38% | 100.08%-79.7pp | 69.97%-49.6pp | 561.95%-541.6pp |
| Employer contribution / active EE | $463 | $5,275-91.2% | $4,343-89.3% | $4,661-90.1% |
| Participant deferral / active EE | $1,187 | $6,961-82.9% | $6,033-80.3% | $6,689-82.2% |
| Admin fee / account holder | $13,223 | $16,644-20.6% | $12,689+4.2% | $13,398-1.3% |