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 8-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 | $2,033 | $157,256-98.7% | $141,162-98.6% | $152,861-98.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 246.27% | 64.32%+181.9pp | 71.39%+174.9pp | 345.32%-99.0pp |
| Employer contribution / active EE | $910 | $5,261-82.7% | $4,735-80.8% | $4,762-80.9% |
| Participant deferral / active EE | $1,805 | $7,109-74.6% | $6,709-73.1% | $5,850-69.2% |
| Admin fee / account holder | $917 | $12,120-92.4% | $10,261-91.1% | $11,596-92.1% |