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 | $1,729 | $148,534-98.8% | $135,903-98.7% | $139,434-98.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.30% | 79.19%-60.9pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $334 | $5,243-93.6% | $4,856-93.1% | $4,751-93.0% |
| Participant deferral / active EE | $530 | $8,100-93.5% | $7,758-93.2% | $6,710-92.1% |
| Admin fee / account holder | $877 | $12,400-92.9% | $10,762-91.8% | $11,403-92.3% |