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 | $7,824 | $192,717-95.9% | $142,449-94.5% | $139,434-94.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 22.48% | 17.99%+4.5pp | 19.99%+2.5pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,034 | $5,806-82.2% | $4,847-78.7% | $4,751-78.2% |
| Participant deferral / active EE | $1,375 | $7,208-80.9% | $6,283-78.1% | $6,710-79.5% |
| Admin fee / account holder | $428 | $15,124-97.2% | $10,011-95.7% | $11,403-96.2% |