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 | $3,644 | $197,591-98.2% | $177,821-98.0% | $158,922-97.7% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 9.31% | 58.76%-49.4pp | 48.32%-39.0pp | 302.83%-293.5pp |
| Employer contribution / active EE | $72 | $6,697-98.9% | $5,918-98.8% | $4,761-98.5% |
| Participant deferral / active EE | $1,022 | $8,405-87.8% | $7,714-86.8% | $5,982-82.9% |
| Admin fee / account holder | $2,086 | $15,399-86.5% | $12,427-83.2% | $11,246-81.4% |