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 | $6,454 | $150,187-95.7% | $120,354-94.6% | $145,922-95.6% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 9.60% | 154.07%-144.5pp | 107.15%-97.5pp | 561.29%-551.7pp |
| Employer contribution / active EE | $599 | $4,348-86.2% | $3,463-82.7% | $4,660-87.2% |
| Participant deferral / active EE | $642 | $6,173-89.6% | $4,991-87.1% | $6,688-90.4% |
| Admin fee / account holder | $614 | $12,207-95.0% | $9,423-93.5% | $13,397-95.4% |