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 | $922 | $209,336-99.6% | $197,124-99.5% | $137,256-99.3% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 15.87% | 48.09%-32.2pp | 44.34%-28.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $274 | $6,591-95.8% | $6,227-95.6% | $4,156-93.4% |
| Participant deferral / active EE | $303 | $9,614-96.9% | $9,135-96.7% | $6,407-95.3% |
| Admin fee / account holder | $350 | $17,308-98.0% | $16,298-97.9% | $12,270-97.1% |