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 | $4,706 | $76,050-93.8% | $96,544-95.1% | $71,457-93.4% |
| Participation rate | 73.4% | 74.4%-1.0pp | 76.0%-2.5pp | 67.9%+5.5pp |
| Annual return | 18.60% | 22.81%-4.2pp | 25.84%-7.2pp | 28.85%-10.2pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,677 | $4,215-60.2% | $4,851-65.4% | $4,289-60.9% |
| Admin fee / account holder | $543 | $2,707-79.9% | $8,252-93.4% | $1,587-65.8% |