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 7-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 | $6,899 | $176,811-96.1% | $146,958-95.3% | - |
| Participation rate | 76.8% | 76.9%-0.1pp | 82.2%-5.4pp | - |
| Annual return | 17.16% | 11.56%+5.6pp | 418.34%-401.2pp | - |
| Employer contribution / active EE | $521 | $3,294-84.2% | $4,933-89.4% | - |
| Participant deferral / active EE | $1,326 | $6,900-80.8% | $8,070-83.6% | - |
| Admin fee / account holder | $354 | $27,451-98.7% | $12,998-97.3% | - |