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 | $3,640 | $109,881-96.7% | $150,045-97.6% | $84,808-95.7% |
| Participation rate | 75.9% | 76.1%-0.2pp | 82.3%-6.5pp | 68.3%+7.6pp |
| Annual return | 25.33% | 28.25%-2.9pp | 62.55%-37.2pp | 40.90%-15.6pp |
| Employer contribution / active EE | $630 | $3,561-82.3% | $4,693-86.6% | $2,631-76.1% |
| Participant deferral / active EE | $772 | $6,636-88.4% | $7,997-90.3% | $4,212-81.7% |
| Admin fee / account holder | $611 | $8,568-92.9% | $13,435-95.4% | $7,344-91.7% |