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 | $2,342 | $111,814-97.9% | $93,654-97.5% | $145,959-98.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.86% | 203.30%-190.4pp | 133.34%-120.5pp | 561.95%-549.1pp |
| Employer contribution / active EE | $292 | $3,092-90.5% | $2,421-87.9% | $4,661-93.7% |
| Participant deferral / active EE | $537 | $4,914-89.1% | $4,413-87.8% | $6,689-92.0% |
| Admin fee / account holder | $1,323 | $10,246-87.1% | $8,282-84.0% | $13,398-90.1% |