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 | $173 | $159,934-99.9% | $147,005-99.9% | $145,959-99.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 36.90% | 98.24%-61.3pp | 418.76%-381.9pp | 561.95%-525.0pp |
| Employer contribution / active EE | $767 | $5,287-85.5% | $4,934-84.5% | $4,661-83.5% |
| Participant deferral / active EE | $695 | $8,427-91.8% | $8,070-91.4% | $6,689-89.6% |
| Admin fee / account holder | $2,034 | $15,053-86.5% | $13,006-84.4% | $13,398-84.8% |