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 | $2,590 | $124,425-97.9% | $112,040-97.7% | $137,256-98.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.71% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $478 | $3,411-86.0% | $2,954-83.8% | $4,156-88.5% |
| Participant deferral / active EE | $597 | $5,718-89.6% | $5,098-88.3% | $6,407-90.7% |
| Admin fee / account holder | $31,197 | $15,207+105.2% | $12,098+157.9% | $12,270+154.3% |