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 | $9,515 | $209,336-95.5% | $197,124-95.2% | $137,256-93.1% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 22.04% | 48.09%-26.1pp | 44.34%-22.3pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,291 | $6,591-80.4% | $6,227-79.3% | $4,156-68.9% |
| Participant deferral / active EE | $1,637 | $9,614-83.0% | $9,135-82.1% | $6,407-74.5% |
| Admin fee / account holder | $530 | $17,308-96.9% | $16,298-96.7% | $12,270-95.7% |