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 8-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 | $4,017 | $157,256-97.4% | $141,162-97.2% | $152,861-97.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 16.84% | 64.32%-47.5pp | 71.39%-54.6pp | 345.32%-328.5pp |
| Employer contribution / active EE | $785 | $5,261-85.1% | $4,735-83.4% | $4,762-83.5% |
| Participant deferral / active EE | $795 | $7,109-88.8% | $6,709-88.2% | $5,850-86.4% |
| Admin fee / account holder | $3,530 | $12,120-70.9% | $10,261-65.6% | $11,596-69.6% |