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 5-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 | $6,492 | $81,632-92.0% | $70,449-90.8% | $158,922-95.9% |
| Participation rate | 91.3% | 77.7%+13.6pp | 75.1%+16.2pp | 82.0%+9.3pp |
| Annual return | 12.96% | 208.40%-195.4pp | 109.03%-96.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | -$160 | $3,217-105.0% | $2,737-105.8% | $4,761-103.4% |
| Participant deferral / active EE | $651 | $4,554-85.7% | $3,709-82.4% | $5,982-89.1% |
| Admin fee / account holder | $468 | $6,193-92.4% | $3,845-87.8% | $11,246-95.8% |