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 | $11,208 | $165,984-93.2% | $164,813-93.2% | $145,922-92.3% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 12.71% | 100.03%-87.3pp | 69.93%-57.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $482 | $5,273-90.9% | $4,341-88.9% | $4,660-89.7% |
| Participant deferral / active EE | $1,527 | $6,959-78.1% | $6,031-74.7% | $6,688-77.2% |
| Admin fee / account holder | $3,994 | $16,648-76.0% | $12,690-68.5% | $13,397-70.2% |