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 | $4,096 | $81,446-95.0% | $103,374-96.0% | $80,874-94.9% |
| Participation rate | 97.9% | 66.9%+31.1pp | 74.5%+23.4pp | 67.6%+30.3pp |
| Annual return | 11.95% | 25.57%-13.6pp | 24.89%-12.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $689 | $3,107-77.8% | $3,869-82.2% | $2,756-75.0% |
| Participant deferral / active EE | $927 | $3,870-76.0% | $5,058-81.7% | $4,297-78.4% |
| Admin fee / account holder | $711 | $6,715-89.4% | $8,394-91.5% | $6,935-89.7% |