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 | $5,510 | $159,901-96.6% | $146,958-96.3% | $145,922-96.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 62.84% | 98.13%-35.3pp | 418.34%-355.5pp | 561.29%-498.4pp |
| Employer contribution / active EE | $904 | $5,286-82.9% | $4,933-81.7% | $4,660-80.6% |
| Participant deferral / active EE | $907 | $8,428-89.2% | $8,070-88.8% | $6,688-86.4% |
| Admin fee / account holder | $564 | $15,044-96.3% | $12,998-95.7% | $13,397-95.8% |