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 3-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 | $1,575 | $100,773-98.4% | $88,946-98.2% | $142,382-98.9% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 19.91% | 70.18%-50.3pp | 57.82%-37.9pp | 217.08%-197.2pp |
| Employer contribution / active EE | $177 | $2,918-93.9% | $2,555-93.1% | $4,299-95.9% |
| Participant deferral / active EE | $178 | $5,230-96.6% | $4,581-96.1% | $6,507-97.3% |
| Admin fee / account holder | $683 | $9,693-93.0% | $8,261-91.7% | $12,624-94.6% |