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 7-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 | $2,477 | $109,881-97.7% | $150,045-98.3% | $84,808-97.1% |
| Participation rate | 77.4% | 76.1%+1.3pp | 82.3%-4.9pp | 68.3%+9.1pp |
| Annual return | 17.87% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $5 | $3,561-99.9% | $4,693-99.9% | $2,631-99.8% |
| Participant deferral / active EE | $2,177 | $6,636-67.2% | $7,997-72.8% | $4,212-48.3% |
| Admin fee / account holder | $431 | $8,568-95.0% | $13,435-96.8% | $7,344-94.1% |