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 | $1,924 | $163,101-98.8% | $136,749-98.6% | $142,382-98.6% |
| Participation rate | 90.0% | 78.2%+11.8pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 18.95% | 27.54%-8.6pp | 24.33%-5.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $385 | $4,117-90.7% | $3,400-88.7% | $4,299-91.1% |
| Participant deferral / active EE | $385 | $5,585-93.1% | $4,692-91.8% | $6,507-94.1% |
| Admin fee / account holder | $438 | $14,318-96.9% | $11,386-96.2% | $12,624-96.5% |