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 | $1,657 | $154,228-98.9% | $145,433-98.9% | $137,256-98.8% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 17.62% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $616 | $4,804-87.2% | $4,554-86.5% | $4,156-85.2% |
| Participant deferral / active EE | $962 | $8,216-88.3% | $7,897-87.8% | $6,407-85.0% |
| Admin fee / account holder | $345 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |