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 6-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 | $1,456 | $59,443-97.6% | $70,164-97.9% | $75,163-98.1% |
| Participation rate | 71.4% | 71.6%-0.2pp | 78.8%-7.4pp | 67.2%+4.2pp |
| Annual return | 13.61% | 18.53%-4.9pp | 18.87%-5.3pp | 160.62%-147.0pp |
| Employer contribution / active EE | $135 | $3,306-95.9% | $4,287-96.9% | $2,670-95.0% |
| Participant deferral / active EE | $179 | $3,653-95.1% | $5,395-96.7% | $4,125-95.7% |
| Admin fee / account holder | $745 | $4,397-83.1% | $4,561-83.7% | $5,651-86.8% |