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 | $4,631 | $108,825-95.7% | $156,181-97.0% | $82,448-94.4% |
| Participation rate | 92.3% | 72.4%+19.9pp | 78.8%+13.5pp | 68.1%+24.2pp |
| Annual return | 19.93% | 20.59%-0.7pp | 64.87%-44.9pp | 41.64%-21.7pp |
| Employer contribution / active EE | $335 | $2,870-88.3% | $4,294-92.2% | $2,551-86.9% |
| Participant deferral / active EE | $1,067 | $4,577-76.7% | $6,132-82.6% | $4,139-74.2% |
| Admin fee / account holder | $494 | $9,341-94.7% | $14,586-96.6% | $7,234-93.2% |