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 | $5,178 | $210,698-97.5% | $178,014-97.1% | $145,959-96.5% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 8.09% | 386.27%-378.2pp | 294.80%-286.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $582 | $4,567-87.3% | $3,950-85.3% | $4,661-87.5% |
| Participant deferral / active EE | $975 | $6,958-86.0% | $6,276-84.5% | $6,689-85.4% |
| Admin fee / account holder | $1,790 | $12,016-85.1% | $10,362-82.7% | $13,398-86.6% |