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 | $22,926 | $375,661-93.9% | $312,151-92.7% | $382,429-94.0% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 20.41% | 0.11%+20.3pp | 1.82%+18.6pp | 248.85%-228.4pp |
| Employer contribution / active EE | $579 | $9,697-94.0% | $8,031-92.8% | $8,036-92.8% |
| Participant deferral / active EE | $2,283 | $5,737-60.2% | $5,370-57.5% | $5,727-60.1% |
| Admin fee / account holder | $355 | $64,308-99.4% | $51,799-99.3% | $30,732-98.8% |