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 4-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 | $4,886 | $185,822-97.4% | $169,993-97.1% | $139,434-96.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.21% | 60.50%-39.3pp | 53.37%-32.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,233 | $7,590-83.8% | $6,785-81.8% | $4,751-74.0% |
| Participant deferral / active EE | $1,541 | $11,622-86.7% | $10,408-85.2% | $6,710-77.0% |
| Admin fee / account holder | $1,663 | $15,381-89.2% | $12,815-87.0% | $11,403-85.4% |