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 | $11,724 | $154,228-92.4% | $145,433-91.9% | $137,256-91.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 16.42% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $796 | $4,804-83.4% | $4,554-82.5% | $4,156-80.8% |
| Participant deferral / active EE | $1,306 | $8,216-84.1% | $7,897-83.5% | $6,407-79.6% |
| Admin fee / account holder | $314 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |