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 3-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 | $1,198 | $172,478-99.3% | $145,661-99.2% | $142,382-99.2% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.2%+2.8pp | 80.1%-0.1pp |
| Annual return | 13.38% | 151.09%-137.7pp | 101.46%-88.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $298 | $4,899-93.9% | $4,238-93.0% | $4,299-93.1% |
| Participant deferral / active EE | $682 | $8,348-91.8% | $7,198-90.5% | $6,507-89.5% |
| Admin fee / account holder | $401 | $16,864-97.6% | $12,466-96.8% | $12,624-96.8% |