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 | $4,538 | $167,307-97.3% | $143,757-96.8% | $134,475-96.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | 93.00% | 0.46%+92.5pp | -0.04%+93.0pp | 417.96%-325.0pp |
| Employer contribution / active EE | $1,006 | $5,619-82.1% | $4,951-79.7% | $4,740-78.8% |
| Participant deferral / active EE | $1,185 | $6,446-81.6% | $5,637-79.0% | $6,400-81.5% |
| Admin fee / account holder | $471 | $18,088-97.4% | $14,673-96.8% | $11,426-95.9% |