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 8-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 | $5,851 | $157,256-96.3% | $141,162-95.9% | $152,861-96.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 25.27% | 64.32%-39.1pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $498 | $5,261-90.5% | $4,735-89.5% | $4,762-89.5% |
| Participant deferral / active EE | $1,069 | $7,109-85.0% | $6,709-84.1% | $5,850-81.7% |
| Admin fee / account holder | $1,962 | $12,120-83.8% | $10,261-80.9% | $11,596-83.1% |