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 5-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 | $3,315 | $148,534-97.8% | $135,903-97.6% | $139,434-97.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.12% | 79.19%-61.1pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $312 | $5,243-94.1% | $4,856-93.6% | $4,751-93.4% |
| Participant deferral / active EE | $765 | $8,100-90.6% | $7,758-90.1% | $6,710-88.6% |
| Admin fee / account holder | $905 | $12,400-92.7% | $10,762-91.6% | $11,403-92.1% |