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 | $2,328 | $100,773-97.7% | $88,946-97.4% | $142,382-98.4% |
| Participation rate | 77.3% | 74.3%+3.0pp | 68.8%+8.4pp | 80.1%-2.8pp |
| Annual return | 15.35% | 70.18%-54.8pp | 57.82%-42.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $131 | $2,918-95.5% | $2,555-94.9% | $4,299-97.0% |
| Participant deferral / active EE | $186 | $5,230-96.5% | $4,581-96.0% | $6,507-97.1% |
| Admin fee / account holder | $1,496 | $9,693-84.6% | $8,261-81.9% | $12,624-88.2% |