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 | $2,170 | $95,266-97.7% | $82,389-97.4% | $142,382-98.5% |
| Participation rate | 95.8% | 74.5%+21.4pp | 69.5%+26.3pp | 80.1%+15.7pp |
| Annual return | 11.98% | 25.74%-13.8pp | 28.67%-16.7pp | 217.08%-205.1pp |
| Employer contribution / active EE | $20 | $2,991-99.3% | $2,517-99.2% | $4,299-99.5% |
| Participant deferral / active EE | $585 | $4,809-87.8% | $4,155-85.9% | $6,507-91.0% |
| Admin fee / account holder | $524 | $8,563-93.9% | $7,231-92.8% | $12,624-95.9% |