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 | $2,054 | $159,901-98.7% | $146,958-98.6% | $145,922-98.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 15.04% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $358 | $5,286-93.2% | $4,933-92.7% | $4,660-92.3% |
| Participant deferral / active EE | $1,772 | $8,428-79.0% | $8,070-78.0% | $6,688-73.5% |
| Admin fee / account holder | $345 | $15,044-97.7% | $12,998-97.3% | $13,397-97.4% |