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 | $97,125-98.4% | $86,233-98.2% | $137,256-98.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 19.91% | 74.19%-54.3pp | 61.39%-41.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $177 | $2,841-93.8% | $2,504-92.9% | $4,156-95.7% |
| Participant deferral / active EE | $178 | $5,180-96.6% | $4,559-96.1% | $6,407-97.2% |
| Admin fee / account holder | $683 | $9,725-93.0% | $8,342-91.8% | $12,270-94.4% |