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 | $11,509 | $117,841-90.2% | $102,423-88.8% | $145,922-92.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 12.64% | 31.65%-19.0pp | 29.32%-16.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $56 | $3,615-98.4% | $3,023-98.1% | $4,660-98.8% |
| Participant deferral / active EE | $73 | $5,731-98.7% | $5,053-98.6% | $6,688-98.9% |
| Admin fee / account holder | $394 | $13,326-97.0% | $9,451-95.8% | $13,397-97.1% |