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 9-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 | $3,021 | $181,894-98.3% | $156,549-98.1% | $273,961-98.9% |
| Participation rate | 89.5% | 88.4%+1.1pp | 84.0%+5.5pp | 83.0%+6.5pp |
| Annual return | 22.25% | 30.74%-8.5pp | 32.23%-10.0pp | 41.45%-19.2pp |
| Employer contribution / active EE | $238 | $6,248-96.2% | $5,501-95.7% | $4,869-95.1% |
| Participant deferral / active EE | $1,476 | $5,550-73.4% | $4,871-69.7% | $5,287-72.1% |
| Admin fee / account holder | $317 | $15,559-98.0% | $13,027-97.6% | $10,132-96.9% |