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 | $4,952 | $154,228-96.8% | $145,433-96.6% | $137,256-96.4% |
| Participation rate | 84.2% | 83.8%+0.4pp | 82.1%+2.1pp | 80.0%+4.3pp |
| Annual return | 17.09% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $587 | $4,804-87.8% | $4,554-87.1% | $4,156-85.9% |
| Participant deferral / active EE | $846 | $8,216-89.7% | $7,897-89.3% | $6,407-86.8% |
| Admin fee / account holder | $482 | $14,344-96.6% | $13,129-96.3% | $12,270-96.1% |