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 | $6,554 | $209,336-96.9% | $197,124-96.7% | $137,256-95.2% |
| Participation rate | 82.4% | 87.3%-5.0pp | 86.7%-4.4pp | 80.0%+2.4pp |
| Annual return | 64.11% | 48.09%+16.0pp | 44.34%+19.8pp | 220.34%-156.2pp |
| Employer contribution / active EE | $1,305 | $6,591-80.2% | $6,227-79.0% | $4,156-68.6% |
| Participant deferral / active EE | $2,561 | $9,614-73.4% | $9,135-72.0% | $6,407-60.0% |
| Admin fee / account holder | $2,496 | $17,308-85.6% | $16,298-84.7% | $12,270-79.7% |