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 | $3,187 | $148,534-97.9% | $135,903-97.7% | $139,434-97.7% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 129.26% | 79.19%+50.1pp | 68.23%+61.0pp | 372.94%-243.7pp |
| Employer contribution / active EE | $183 | $5,243-96.5% | $4,856-96.2% | $4,751-96.2% |
| Participant deferral / active EE | $687 | $8,100-91.5% | $7,758-91.1% | $6,710-89.8% |
| Admin fee / account holder | $551 | $12,400-95.6% | $10,762-94.9% | $11,403-95.2% |