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 | $2,604 | $114,381-97.7% | $107,525-97.6% | $142,382-98.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 15.26% | 242.71%-227.4pp | 181.32%-166.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $206 | $4,015-94.9% | $3,754-94.5% | $4,299-95.2% |
| Participant deferral / active EE | $1,321 | $5,564-76.3% | $5,116-74.2% | $6,507-79.7% |
| Admin fee / account holder | $528 | $9,860-94.6% | $8,919-94.1% | $12,624-95.8% |