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 | $106,749-96.6% | $145,433-97.5% | $82,448-95.6% |
| Participation rate | 75.9% | 75.6%+0.2pp | 82.1%-6.3pp | 68.1%+7.8pp |
| Annual return | 25.33% | 27.59%-2.3pp | 66.58%-41.2pp | 41.64%-16.3pp |
| Employer contribution / active EE | $630 | $3,444-81.7% | $4,554-86.2% | $2,551-75.3% |
| Participant deferral / active EE | $772 | $6,519-88.2% | $7,897-90.2% | $4,139-81.4% |
| Admin fee / account holder | $611 | $8,390-92.7% | $13,129-95.3% | $7,234-91.5% |