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 4-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 | $4,310 | $201,272-97.9% | $184,203-97.7% | $145,922-97.0% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 10.22% | 29.00%-18.8pp | 28.81%-18.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $649 | $7,022-90.8% | $6,427-89.9% | $4,660-86.1% |
| Participant deferral / active EE | $967 | $9,806-90.1% | $9,131-89.4% | $6,688-85.5% |
| Admin fee / account holder | $862 | $16,364-94.7% | $13,901-93.8% | $13,397-93.6% |