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 | $8,660 | $209,411-95.9% | $178,490-95.1% | $158,922-94.6% |
| Participation rate | 76.2% | 86.3%-10.2pp | 81.9%-5.7pp | 82.0%-5.8pp |
| Annual return | 15.83% | 188.75%-172.9pp | 151.07%-135.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $567 | $5,706-90.1% | $5,011-88.7% | $4,761-88.1% |
| Participant deferral / active EE | $1,995 | $5,954-66.5% | $5,202-61.6% | $5,982-66.6% |
| Admin fee / account holder | $1,480 | $17,074-91.3% | $13,984-89.4% | $11,246-86.8% |