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 3-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 | $2,527 | $172,111-98.5% | $150,298-98.3% | $137,256-98.2% |
| Participation rate | 78.9% | 81.7%-2.8pp | 77.8%+1.2pp | 80.0%-1.0pp |
| Annual return | 25.31% | 69.37%-44.1pp | 62.79%-37.5pp | 220.34%-195.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,087 | $6,166-82.4% | $5,453-80.1% | $6,407-83.0% |
| Admin fee / account holder | $325 | $16,471-98.0% | $14,116-97.7% | $12,270-97.4% |