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 | $3,428 | $177,572-98.1% | $154,803-97.8% | $142,382-97.6% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 15.03% | 65.07%-50.0pp | 58.88%-43.9pp | 217.08%-202.0pp |
| Employer contribution / active EE | $408 | $4,810-91.5% | $4,305-90.5% | $4,299-90.5% |
| Participant deferral / active EE | $452 | $6,272-92.8% | $5,540-91.9% | $6,507-93.1% |
| Admin fee / account holder | $1,327 | $16,786-92.1% | $14,329-90.7% | $12,624-89.5% |