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 | $4,204 | $91,552-95.4% | $133,956-96.9% | $79,858-94.7% |
| Participation rate | 97.2% | 73.3%+23.9pp | 79.8%+17.4pp | 69.6%+27.6pp |
| Annual return | 14.61% | 61.85%-47.2pp | 45.09%-30.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $227 | $2,384-90.5% | $3,919-94.2% | $2,471-90.8% |
| Participant deferral / active EE | $1,193 | $3,733-68.0% | $5,048-76.4% | $3,740-68.1% |
| Admin fee / account holder | $390 | $6,321-93.8% | $8,927-95.6% | $5,306-92.6% |