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 | $13,223 | $202,318-93.5% | $172,739-92.3% | $152,861-91.3% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 16.77% | 1029.65%-1012.9pp | 802.84%-786.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,205 | $5,856-79.4% | $5,143-76.6% | $4,762-74.7% |
| Participant deferral / active EE | $860 | $5,948-85.5% | $5,198-83.5% | $5,850-85.3% |
| Admin fee / account holder | $1,692 | $17,109-90.1% | $13,954-87.9% | $11,596-85.4% |