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 | $5,625 | $114,381-95.1% | $107,525-94.8% | $142,382-96.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.77% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $72 | $4,015-98.2% | $3,754-98.1% | $4,299-98.3% |
| Participant deferral / active EE | $1,392 | $5,564-75.0% | $5,116-72.8% | $6,507-78.6% |
| Admin fee / account holder | $2,771 | $9,860-71.9% | $8,919-68.9% | $12,624-78.0% |