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 | $2,465 | $144,119-98.3% | $117,854-97.9% | $147,584-98.3% |
| Participation rate | 94.4% | 83.4%+11.0pp | 79.7%+14.8pp | 82.8%+11.6pp |
| Annual return | 13.34% | 531.15%-517.8pp | 335.08%-321.7pp | 578.55%-565.2pp |
| Employer contribution / active EE | $739 | $4,896-84.9% | $3,786-80.5% | $4,876-84.9% |
| Participant deferral / active EE | $1,102 | $5,316-79.3% | $4,482-75.4% | $5,439-79.7% |
| Admin fee / account holder | $571 | $10,886-94.8% | $8,020-92.9% | $10,885-94.8% |