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 3-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 | $2,724 | $159,602-98.3% | $150,045-98.2% | $142,382-98.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.45% | 70.24%-40.8pp | 62.55%-33.1pp | 217.08%-187.6pp |
| Employer contribution / active EE | $890 | $4,961-82.1% | $4,693-81.0% | $4,299-79.3% |
| Participant deferral / active EE | $1,710 | $8,310-79.4% | $7,997-78.6% | $6,507-73.7% |
| Admin fee / account holder | $390 | $14,846-97.4% | $13,435-97.1% | $12,624-96.9% |