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 | $7,138 | $201,259-96.5% | $184,200-96.1% | $145,959-95.1% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 12.27% | 28.98%-16.7pp | 28.80%-16.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $476 | $7,018-93.2% | $6,424-92.6% | $4,661-89.8% |
| Participant deferral / active EE | $878 | $9,806-91.0% | $9,132-90.4% | $6,689-86.9% |
| Admin fee / account holder | $703 | $16,372-95.7% | $13,907-94.9% | $13,398-94.8% |