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 | $5,803 | $89,355-93.5% | $141,162-95.9% | $72,985-92.0% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 24.08% | 111.85%-87.8pp | 71.39%-47.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $527 | $3,114-83.1% | $4,735-88.9% | $2,440-78.4% |
| Participant deferral / active EE | $1,095 | $5,418-79.8% | $6,709-83.7% | $3,607-69.6% |
| Admin fee / account holder | $1,229 | $5,958-79.4% | $10,261-88.0% | $5,124-76.0% |