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 | $1,992 | $183,519-98.9% | $155,509-98.7% | $145,922-98.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 13.29% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $701 | $5,313-86.8% | $4,672-85.0% | $4,660-85.0% |
| Participant deferral / active EE | $1,520 | $6,462-76.5% | $5,626-73.0% | $6,688-77.3% |
| Admin fee / account holder | $3,348 | $19,313-82.7% | $15,912-79.0% | $13,397-75.0% |