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 | $161,352-98.8% | $134,172-98.6% | $137,256-98.6% |
| Participation rate | 90.0% | 78.3%+11.7pp | 72.5%+17.5pp | 80.0%+10.0pp |
| Annual return | 18.95% | 28.72%-9.8pp | 25.30%-6.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $385 | $4,099-90.6% | $3,420-88.8% | $4,156-90.7% |
| Participant deferral / active EE | $385 | $5,552-93.1% | $4,690-91.8% | $6,407-94.0% |
| Admin fee / account holder | $438 | $15,028-97.1% | $12,016-96.4% | $12,270-96.4% |