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 | $810 | $111,724-99.3% | $93,606-99.1% | $145,922-99.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.97% | 202.98%-179.0pp | 133.20%-109.2pp | 561.29%-537.3pp |
| Employer contribution / active EE | $296 | $3,090-90.4% | $2,420-87.8% | $4,660-93.7% |
| Participant deferral / active EE | $462 | $4,912-90.6% | $4,411-89.5% | $6,688-93.1% |
| Admin fee / account holder | $307 | $10,250-97.0% | $8,285-96.3% | $13,397-97.7% |