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 5-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 | $897 | $102,604-99.1% | $86,188-99.0% | $139,434-99.4% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 29.92% | 1922.51%-1892.6pp | 1168.45%-1138.5pp | 372.94%-343.0pp |
| Employer contribution / active EE | $281 | $3,032-90.7% | $2,380-88.2% | $4,751-94.1% |
| Participant deferral / active EE | $533 | $4,676-88.6% | $3,985-86.6% | $6,710-92.1% |
| Admin fee / account holder | $333 | $8,657-96.2% | $6,852-95.1% | $11,403-97.1% |