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 | $118,427-98.6% | $66,042-97.5% | $142,382-98.8% |
| Participation rate | 70.0% | 68.1%+1.9pp | 67.5%+2.5pp | 80.1%-10.1pp |
| Annual return | 13.36% | 35.57%-22.2pp | 52.11%-38.8pp | 217.08%-203.7pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $28 | $4,311-99.4% | $2,835-99.0% | $6,507-99.6% |
| Admin fee / account holder | $1,606 | $9,593-83.3% | $5,747-72.1% | $12,624-87.3% |