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 | $7,007 | $154,117-95.5% | $129,995-94.6% | $139,434-95.0% |
| Participation rate | 84.2% | 82.0%+2.3pp | 78.5%+5.7pp | 80.3%+3.9pp |
| Annual return | 21.21% | 32.48%-11.3pp | -137.18%+158.4pp | 372.94%-351.7pp |
| Employer contribution / active EE | $586 | $5,289-88.9% | $4,320-86.4% | $4,751-87.7% |
| Participant deferral / active EE | $1,504 | $6,710-77.6% | $5,820-74.2% | $6,710-77.6% |
| Admin fee / account holder | $430 | $14,007-96.9% | $10,614-95.9% | $11,403-96.2% |