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 | $3,186 | $175,202-98.2% | $149,673-97.9% | $139,434-97.7% |
| Participation rate | 73.3% | 83.4%-10.0pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 25.20% | 166.71%-141.5pp | 134.42%-109.2pp | 372.94%-347.7pp |
| Employer contribution / active EE | $752 | $5,474-86.3% | $4,818-84.4% | $4,751-84.2% |
| Participant deferral / active EE | $1,031 | $6,519-84.2% | $5,680-81.9% | $6,710-84.6% |
| Admin fee / account holder | $962 | $16,150-94.0% | $13,210-92.7% | $11,403-91.6% |