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 | $4,411 | $214,378-97.9% | $200,582-97.8% | $142,382-96.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 14.58% | 46.41%-31.8pp | 42.33%-27.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $623 | $6,841-90.9% | $6,419-90.3% | $4,299-85.5% |
| Participant deferral / active EE | $1,020 | $9,865-89.7% | $9,331-89.1% | $6,507-84.3% |
| Admin fee / account holder | $2,801 | $17,692-84.2% | $16,305-82.8% | $12,624-77.8% |