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 | $3,625 | $183,519-98.0% | $155,509-97.7% | $145,922-97.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 12.73% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.6pp |
| Employer contribution / active EE | $649 | $5,313-87.8% | $4,672-86.1% | $4,660-86.1% |
| Participant deferral / active EE | $847 | $6,462-86.9% | $5,626-84.9% | $6,688-87.3% |
| Admin fee / account holder | $639 | $19,313-96.7% | $15,912-96.0% | $13,397-95.2% |