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 | $5,669 | $148,534-96.2% | $135,903-95.8% | $139,434-95.9% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 17.28% | 79.19%-61.9pp | 68.23%-50.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $714 | $5,243-86.4% | $4,856-85.3% | $4,751-85.0% |
| Participant deferral / active EE | $1,385 | $8,100-82.9% | $7,758-82.2% | $6,710-79.4% |
| Admin fee / account holder | $1,126 | $12,400-90.9% | $10,762-89.5% | $11,403-90.1% |