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 | $1,374 | $126,574-98.9% | $106,213-98.7% | $145,922-99.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 914.99% | 224.79%+690.2pp | 116.14%+798.8pp | 561.29%+353.7pp |
| Employer contribution / active EE | $577 | $3,730-84.5% | $3,171-81.8% | $4,660-87.6% |
| Participant deferral / active EE | $395 | $5,724-93.1% | $5,016-92.1% | $6,688-94.1% |
| Admin fee / account holder | $890 | $17,304-94.9% | $11,033-91.9% | $13,397-93.4% |