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 | $2,791 | $111,535-97.5% | $105,223-97.3% | $137,256-98.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 12.04% | 237.85%-225.8pp | 180.65%-168.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $40 | $3,939-99.0% | $3,689-98.9% | $4,156-99.0% |
| Participant deferral / active EE | $996 | $5,500-81.9% | $5,072-80.4% | $6,407-84.5% |
| Admin fee / account holder | $3,262 | $9,721-66.4% | $8,859-63.2% | $12,270-73.4% |