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 10-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 | $6,463 | $202,318-96.8% | $172,739-96.3% | $152,861-95.8% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 23.29% | 1029.65%-1006.4pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,065 | $5,856-81.8% | $5,143-79.3% | $4,762-77.6% |
| Participant deferral / active EE | $1,768 | $5,948-70.3% | $5,198-66.0% | $5,850-69.8% |
| Admin fee / account holder | $470 | $17,109-97.3% | $13,954-96.6% | $11,596-95.9% |