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 | $19,854 | $697,698-97.2% | $621,730-96.8% | $357,791-94.5% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 17.60% | 10.63%+7.0pp | 10.76%+6.8pp | 396.79%-379.2pp |
| Employer contribution / active EE | $2,293 | $10,590-78.3% | $9,871-76.8% | $7,508-69.5% |
| Participant deferral / active EE | $1,802 | $7,203-75.0% | $6,979-74.2% | $5,521-67.4% |
| Admin fee / account holder | $5,203 | $75,391-93.1% | $66,065-92.1% | $28,387-81.7% |