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 9-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 | $4,763 | $81,208-94.1% | $98,907-95.2% | $79,858-94.0% |
| Participation rate | 97.9% | 72.5%+25.4pp | 76.0%+21.8pp | 69.6%+28.2pp |
| Annual return | 17.38% | 60.99%-43.6pp | 196.43%-179.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $361 | $1,960-81.6% | $2,689-86.6% | $2,471-85.4% |
| Participant deferral / active EE | $618 | $3,265-81.1% | $4,244-85.4% | $3,740-83.5% |
| Admin fee / account holder | $1,235 | $6,013-79.5% | $6,642-81.4% | $5,306-76.7% |