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 | $1,666 | $116,167-98.6% | $64,489-97.4% | $137,256-98.8% |
| Participation rate | 70.0% | 68.2%+1.8pp | 67.7%+2.3pp | 80.0%-10.0pp |
| Annual return | 13.36% | 36.55%-23.2pp | 55.03%-41.7pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $28 | $4,215-99.3% | $2,778-99.0% | $6,407-99.6% |
| Admin fee / account holder | $1,606 | $6,188-74.0% | $4,260-62.3% | $12,270-86.9% |