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 | $2,979 | $109,413-97.3% | $156,263-98.1% | $84,808-96.5% |
| Participation rate | 90.2% | 72.7%+17.5pp | 78.9%+11.3pp | 68.3%+21.9pp |
| Annual return | 20.27% | 20.18%+0.1pp | 59.47%-39.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,071 | $4,590-76.7% | $6,158-82.6% | $4,212-74.6% |
| Admin fee / account holder | $384 | $9,357-95.9% | $14,255-97.3% | $7,344-94.8% |