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 | $109,413-95.8% | $156,263-97.0% | $84,808-94.5% |
| Participation rate | 92.3% | 72.7%+19.6pp | 78.9%+13.4pp | 68.3%+24.0pp |
| Annual return | 19.93% | 20.18%-0.3pp | 59.47%-39.5pp | 40.90%-21.0pp |
| Employer contribution / active EE | $335 | $2,907-88.5% | $4,333-92.3% | $2,631-87.3% |
| Participant deferral / active EE | $1,067 | $4,590-76.8% | $6,158-82.7% | $4,212-74.7% |
| Admin fee / account holder | $494 | $9,357-94.7% | $14,255-96.5% | $7,344-93.3% |