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 | $4,928 | $96,305-94.9% | $80,569-93.9% | $139,434-96.5% |
| Participation rate | 70.0% | 73.6%-3.6pp | 67.0%+3.0pp | 80.3%-10.3pp |
| Annual return | 11.56% | 1350.08%-1338.5pp | 935.43%-923.9pp | 372.94%-361.4pp |
| Employer contribution / active EE | $113 | $3,262-96.5% | $2,723-95.9% | $4,751-97.6% |
| Participant deferral / active EE | $139 | $5,232-97.3% | $4,447-96.9% | $6,710-97.9% |
| Admin fee / account holder | $305 | $6,599-95.4% | $5,377-94.3% | $11,403-97.3% |