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 | $4,750 | $93,170-94.9% | $100,534-95.3% | $84,808-94.4% |
| Participation rate | 75.6% | 75.8%-0.3pp | 80.6%-5.1pp | 68.3%+7.2pp |
| Annual return | 16.06% | 47.13%-31.1pp | 32.66%-16.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $584 | $3,985-85.4% | $4,346-86.6% | $2,631-77.8% |
| Participant deferral / active EE | $1,866 | $5,699-67.3% | $6,144-69.6% | $4,212-55.7% |
| Admin fee / account holder | $2,249 | $7,382-69.5% | $7,654-70.6% | $7,344-69.4% |