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 | $3,161 | $177,572-98.2% | $154,803-98.0% | $142,382-97.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 17.73% | 65.07%-47.3pp | 58.88%-41.2pp | 217.08%-199.3pp |
| Employer contribution / active EE | $443 | $4,810-90.8% | $4,305-89.7% | $4,299-89.7% |
| Participant deferral / active EE | $557 | $6,272-91.1% | $5,540-89.9% | $6,507-91.4% |
| Admin fee / account holder | $317 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |