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 6-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 | $4,834 | $88,360-94.5% | $145,433-96.7% | $67,986-92.9% |
| Participation rate | 90.6% | 65.5%+25.1pp | 82.1%+8.4pp | 57.2%+33.4pp |
| Annual return | 15.36% | 63.15%-47.8pp | 66.58%-51.2pp | 31.67%-16.3pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,183 | $5,932-80.1% | $7,897-85.0% | $3,358-64.8% |
| Admin fee / account holder | $772 | $3,313-76.7% | $13,129-94.1% | $3,203-75.9% |