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 | $148,978-98.8% | $200,582-99.1% | $84,808-97.9% |
| Participation rate | 83.3% | 84.2%-0.9pp | 86.9%-3.6pp | 68.3%+15.0pp |
| Annual return | 16.99% | 28.16%-11.2pp | 42.33%-25.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $258 | $4,815-94.6% | $6,419-96.0% | $2,631-90.2% |
| Participant deferral / active EE | $601 | $7,142-91.6% | $9,331-93.6% | $4,212-85.7% |
| Admin fee / account holder | $1,028 | $13,977-92.6% | $16,305-93.7% | $7,344-86.0% |