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 | $112,729-99.3% | $98,716-99.2% | $137,256-99.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 24.48% | 38.48%-14.0pp | 31.81%-7.3pp | 220.34%-195.9pp |
| Employer contribution / active EE | $158 | $2,725-94.2% | $2,279-93.1% | $4,156-96.2% |
| Participant deferral / active EE | $281 | $4,640-94.0% | $4,048-93.1% | $6,407-95.6% |
| Admin fee / account holder | $1,014 | $10,129-90.0% | $8,703-88.3% | $12,270-91.7% |