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 | $1,607 | $76,407-97.9% | $150,298-98.9% | $82,448-98.1% |
| Participation rate | 84.4% | 66.4%+18.0pp | 77.8%+6.6pp | 68.1%+16.3pp |
| Annual return | 17.90% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $106 | $2,614-95.9% | $4,154-97.4% | $2,551-95.8% |
| Participant deferral / active EE | $122 | $3,214-96.2% | $5,453-97.8% | $4,139-97.0% |
| Admin fee / account holder | $342 | $6,352-94.6% | $14,116-97.6% | $7,234-95.3% |