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 3-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 | $775 | $117,983-99.3% | $101,794-99.2% | $142,382-99.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 24.48% | 36.92%-12.4pp | 30.53%-6.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $158 | $2,773-94.3% | $2,289-93.1% | $4,299-96.3% |
| Participant deferral / active EE | $281 | $4,714-94.0% | $4,084-93.1% | $6,507-95.7% |
| Admin fee / account holder | $1,014 | $10,433-90.3% | $8,777-88.4% | $12,624-92.0% |