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 | $4,059 | $175,202-97.7% | $149,673-97.3% | $139,434-97.1% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 55.19% | 166.71%-111.5pp | 134.42%-79.2pp | 372.94%-317.7pp |
| Employer contribution / active EE | $817 | $5,474-85.1% | $4,818-83.0% | $4,751-82.8% |
| Participant deferral / active EE | $1,338 | $6,519-79.5% | $5,680-76.4% | $6,710-80.1% |
| Admin fee / account holder | $2,298 | $16,150-85.8% | $13,210-82.6% | $11,403-79.8% |