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 | $10,573 | $98,240-89.2% | $82,313-87.2% | $147,584-92.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.58% | 30.85%-17.3pp | 25.88%-12.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $368 | $3,192-88.5% | $2,428-84.9% | $4,876-92.5% |
| Participant deferral / active EE | $368 | $4,383-91.6% | $3,706-90.1% | $5,439-93.2% |
| Admin fee / account holder | $406 | $8,563-95.3% | $5,608-92.8% | $10,885-96.3% |