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 | $3,155 | $102,317-96.9% | $146,958-97.9% | $80,856-96.1% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.4pp | 67.6%+25.0pp |
| Annual return | 13.18% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $539 | $3,713-85.5% | $4,933-89.1% | $2,755-80.4% |
| Participant deferral / active EE | $944 | $6,644-85.8% | $8,070-88.3% | $4,296-78.0% |
| Admin fee / account holder | $324 | $7,941-95.9% | $12,998-97.5% | $6,918-95.3% |