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 10-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 | $3,017 | $86,929-96.5% | $102,423-97.1% | $80,856-96.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 43.26% | 18.88%+24.4pp | 29.32%+13.9pp | 35.59%+7.7pp |
| Employer contribution / active EE | $370 | $2,369-84.4% | $3,023-87.8% | $2,755-86.6% |
| Participant deferral / active EE | $740 | $4,118-82.0% | $5,053-85.3% | $4,296-82.8% |
| Admin fee / account holder | $406 | $8,049-95.0% | $9,451-95.7% | $6,918-94.1% |