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 10-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 | $5,861 | $72,492-91.9% | $87,100-93.3% | $72,985-92.0% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 17.13% | 24.46%-7.3pp | 28.19%-11.1pp | 81.00%-63.9pp |
| Employer contribution / active EE | $232 | $1,894-87.7% | $2,521-90.8% | $2,440-90.5% |
| Participant deferral / active EE | $653 | $3,270-80.0% | $4,049-83.9% | $3,607-81.9% |
| Admin fee / account holder | $523 | $5,055-89.7% | $7,497-93.0% | $5,124-89.8% |