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 3-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 | $7,009 | $214,378-96.7% | $200,582-96.5% | $142,382-95.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.88% | 46.41%-32.5pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $921 | $6,841-86.5% | $6,419-85.7% | $4,299-78.6% |
| Participant deferral / active EE | $1,357 | $9,865-86.2% | $9,331-85.5% | $6,507-79.1% |
| Admin fee / account holder | $1,748 | $17,692-90.1% | $16,305-89.3% | $12,624-86.2% |