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 6-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 | $2,872 | $95,762-97.0% | $379,746-99.2% | $79,858-96.4% |
| Participation rate | 70.4% | 74.0%-3.6pp | 78.4%-8.1pp | 69.6%+0.7pp |
| Annual return | 40.48% | 18.26%+22.2pp | 34.90%+5.6pp | 31.71%+8.8pp |
| Employer contribution / active EE | $401 | $2,695-85.1% | $3,540-88.7% | $2,471-83.8% |
| Participant deferral / active EE | $595 | $4,705-87.4% | $6,024-90.1% | $3,740-84.1% |
| Admin fee / account holder | $1,260 | $6,745-81.3% | $7,927-84.1% | $5,306-76.3% |