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 8-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 | $7,408 | $202,432-96.3% | $169,368-95.6% | $139,434-94.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.82% | 531.74%-518.9pp | 405.60%-392.8pp | 372.94%-360.1pp |
| Employer contribution / active EE | $469 | $4,692-90.0% | $4,013-88.3% | $4,751-90.1% |
| Participant deferral / active EE | $1,003 | $6,938-85.5% | $6,221-83.9% | $6,710-85.1% |
| Admin fee / account holder | $972 | $10,708-90.9% | $9,003-89.2% | $11,403-91.5% |