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 | $1,784 | $146,267-98.8% | $197,124-99.1% | $82,448-97.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 86.7%-3.4pp | 68.1%+15.3pp |
| Annual return | 16.99% | 29.61%-12.6pp | 44.34%-27.4pp | 41.64%-24.7pp |
| Employer contribution / active EE | $258 | $4,723-94.5% | $6,227-95.9% | $2,551-89.9% |
| Participant deferral / active EE | $601 | $7,035-91.5% | $9,135-93.4% | $4,139-85.5% |
| Admin fee / account holder | $1,028 | $14,422-92.9% | $16,298-93.7% | $7,234-85.8% |