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 3-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 | $2,854 | $183,519-98.4% | $155,509-98.2% | $145,922-98.0% |
| Participation rate | 82.6% | 82.7%-0.1pp | 78.2%+4.4pp | 80.3%+2.3pp |
| Annual return | 42.19% | 61.17%-19.0pp | 64.67%-22.5pp | 561.29%-519.1pp |
| Employer contribution / active EE | $1,027 | $5,313-80.7% | $4,672-78.0% | $4,660-78.0% |
| Participant deferral / active EE | $1,282 | $6,462-80.2% | $5,626-77.2% | $6,688-80.8% |
| Admin fee / account holder | $567 | $19,313-97.1% | $15,912-96.4% | $13,397-95.8% |