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 | $3,797 | $177,572-97.9% | $154,803-97.5% | $142,382-97.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.83% | 65.07%-46.2pp | 58.88%-40.1pp | 217.08%-198.2pp |
| Employer contribution / active EE | $426 | $4,810-91.2% | $4,305-90.1% | $4,299-90.1% |
| Participant deferral / active EE | $660 | $6,272-89.5% | $5,540-88.1% | $6,507-89.9% |
| Admin fee / account holder | $1,617 | $16,786-90.4% | $14,329-88.7% | $12,624-87.2% |