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 5-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 | $27,320 | $144,119-81.0% | $117,854-76.8% | $147,584-81.5% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 15.13% | 531.15%-516.0pp | 335.08%-320.0pp | 578.55%-563.4pp |
| Employer contribution / active EE | $668 | $4,896-86.4% | $3,786-82.4% | $4,876-86.3% |
| Participant deferral / active EE | $959 | $5,316-82.0% | $4,482-78.6% | $5,439-82.4% |
| Admin fee / account holder | $1,456 | $10,886-86.6% | $8,020-81.8% | $10,885-86.6% |