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 | $7,472 | $73,933-89.9% | $96,683-92.3% | $75,163-90.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 24.56% | 26.70%-2.1pp | 35.69%-11.1pp | 160.62%-136.1pp |
| Employer contribution / active EE | $120 | $2,928-95.9% | $3,737-96.8% | $2,670-95.5% |
| Participant deferral / active EE | $949 | $3,659-74.1% | $4,878-80.5% | $4,125-77.0% |
| Admin fee / account holder | $2,005 | $5,216-61.6% | $6,730-70.2% | $5,651-64.5% |