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 3-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 | $3,875 | $108,825-96.4% | $156,181-97.5% | $82,448-95.3% |
| Participation rate | 85.7% | 72.4%+13.3pp | 78.8%+6.9pp | 68.1%+17.6pp |
| Annual return | 18.44% | 20.59%-2.1pp | 64.87%-46.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $701 | $2,870-75.6% | $4,294-83.7% | $2,551-72.5% |
| Participant deferral / active EE | $890 | $4,577-80.5% | $6,132-85.5% | $4,139-78.5% |
| Admin fee / account holder | $719 | $9,341-92.3% | $14,586-95.1% | $7,234-90.1% |