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 | $6,936 | $197,591-96.5% | $177,821-96.1% | $158,922-95.6% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 33.55% | 58.76%-25.2pp | 48.32%-14.8pp | 302.83%-269.3pp |
| Employer contribution / active EE | $1,439 | $6,697-78.5% | $5,918-75.7% | $4,761-69.8% |
| Participant deferral / active EE | $1,845 | $8,405-78.0% | $7,714-76.1% | $5,982-69.2% |
| Admin fee / account holder | $976 | $15,399-93.7% | $12,427-92.1% | $11,246-91.3% |