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 | $1,640 | $172,111-99.0% | $150,298-98.9% | $137,256-98.8% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 19.32% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $193 | $4,636-95.8% | $4,154-95.4% | $4,156-95.4% |
| Participant deferral / active EE | $577 | $6,166-90.6% | $5,453-89.4% | $6,407-91.0% |
| Admin fee / account holder | $1,116 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |