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 4-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 | $6,604 | $154,228-95.7% | $145,433-95.5% | $137,256-95.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 24.66% | 74.59%-49.9pp | 66.58%-41.9pp | 220.34%-195.7pp |
| Employer contribution / active EE | $435 | $4,804-91.0% | $4,554-90.5% | $4,156-89.5% |
| Participant deferral / active EE | $1,871 | $8,216-77.2% | $7,897-76.3% | $6,407-70.8% |
| Admin fee / account holder | $1,195 | $14,344-91.7% | $13,129-90.9% | $12,270-90.3% |