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 | $9,889 | $163,101-93.9% | $136,749-92.8% | $142,382-93.1% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 10.87% | 27.54%-16.7pp | 24.33%-13.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $31 | $4,117-99.3% | $3,400-99.1% | $4,299-99.3% |
| Participant deferral / active EE | $881 | $5,585-84.2% | $4,692-81.2% | $6,507-86.5% |
| Admin fee / account holder | $1,299 | $14,318-90.9% | $11,386-88.6% | $12,624-89.7% |