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 3-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 | $5,703 | $97,750-94.2% | $103,464-94.5% | $145,959-96.1% |
| Participation rate | 87.5% | 81.1%+6.4pp | 80.5%+7.0pp | 80.3%+7.2pp |
| Annual return | 21.43% | 25.43%-4.0pp | 23.91%-2.5pp | 561.95%-540.5pp |
| Employer contribution / active EE | $786 | $4,685-83.2% | $4,677-83.2% | $4,661-83.1% |
| Participant deferral / active EE | $1,563 | $6,603-76.3% | $6,624-76.4% | $6,689-76.6% |
| Admin fee / account holder | $2,672 | $12,515-78.7% | $9,410-71.6% | $13,398-80.1% |