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 | $5,349 | $114,381-95.3% | $107,525-95.0% | $142,382-96.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 19.69% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $691 | $4,015-82.8% | $3,754-81.6% | $4,299-83.9% |
| Participant deferral / active EE | $844 | $5,564-84.8% | $5,116-83.5% | $6,507-87.0% |
| Admin fee / account holder | $1,211 | $9,860-87.7% | $8,919-86.4% | $12,624-90.4% |