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 6-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 | $21,223 | $101,317-79.1% | $146,958-85.6% | $74,495-71.5% |
| Participation rate | 89.1% | 75.5%+13.6pp | 82.2%+7.0pp | 67.2%+21.9pp |
| Annual return | 15.33% | 8730.91%-8715.6pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $558 | $3,810-85.3% | $4,933-88.7% | $2,623-78.7% |
| Participant deferral / active EE | $1,967 | $7,303-73.1% | $8,070-75.6% | $4,346-54.7% |
| Admin fee / account holder | $885 | $1,739-49.1% | $12,998-93.2% | $1,942-54.4% |