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 | $3,584 | $109,982-96.7% | $97,226-96.3% | $145,922-97.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 10.43% | 242.90%-232.5pp | 75.13%-64.7pp | 561.29%-550.9pp |
| Employer contribution / active EE | $298 | $3,084-90.3% | $2,729-89.1% | $4,660-93.6% |
| Participant deferral / active EE | $364 | $4,676-92.2% | $4,264-91.5% | $6,688-94.6% |
| Admin fee / account holder | $1,056 | $6,221-83.0% | $5,654-81.3% | $13,397-92.1% |