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 | $5,322 | $208,526-97.4% | $96,683-94.5% | - |
| Participation rate | 82.8% | 66.0%+16.9pp | 74.3%+8.5pp | - |
| Annual return | 21.02% | 18.23%+2.8pp | 35.69%-14.7pp | - |
| Employer contribution / active EE | $622 | $2,182-71.5% | $3,737-83.3% | - |
| Participant deferral / active EE | $1,696 | $4,056-58.2% | $4,878-65.2% | - |
| Admin fee / account holder | $1,854 | $13,060-85.8% | $6,730-72.5% | - |