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 | $2,465 | $214,378-98.9% | $200,582-98.8% | $142,382-98.3% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 13.00% | 46.41%-33.4pp | 42.33%-29.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $323 | $6,841-95.3% | $6,419-95.0% | $4,299-92.5% |
| Participant deferral / active EE | $328 | $9,865-96.7% | $9,331-96.5% | $6,507-95.0% |
| Admin fee / account holder | $927 | $17,692-94.8% | $16,305-94.3% | $12,624-92.7% |