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 10-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 | $4,379 | $80,968-94.6% | $96,544-95.5% | $75,163-94.2% |
| Participation rate | 97.5% | 71.8%+25.7pp | 76.0%+21.5pp | 67.2%+30.3pp |
| Annual return | 17.98% | 27.06%-9.1pp | 25.84%-7.9pp | 160.62%-142.6pp |
| Employer contribution / active EE | $449 | $2,282-80.3% | $2,965-84.9% | $2,670-83.2% |
| Participant deferral / active EE | $1,348 | $3,928-65.7% | $4,851-72.2% | $4,125-67.3% |
| Admin fee / account holder | $459 | $6,724-93.2% | $8,252-94.4% | $5,651-91.9% |