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 | $2,022 | $65,561-96.9% | $86,188-97.7% | $75,163-97.3% |
| Participation rate | 70.2% | 60.5%+9.7pp | 69.0%+1.3pp | 67.2%+3.0pp |
| Annual return | 14.19% | 46.05%-31.9pp | 1168.45%-1154.3pp | 160.62%-146.4pp |
| Employer contribution / active EE | $128 | $1,553-91.8% | $2,380-94.6% | $2,670-95.2% |
| Participant deferral / active EE | $885 | $3,024-70.7% | $3,985-77.8% | $4,125-78.5% |
| Admin fee / account holder | $749 | $5,474-86.3% | $6,852-89.1% | $5,651-86.8% |