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 8-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 | $6,737 | $162,781-95.9% | $133,956-95.0% | $158,922-95.8% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 19.10% | 41.94%-22.8pp | 45.09%-26.0pp | 302.83%-283.7pp |
| Employer contribution / active EE | $768 | $4,975-84.6% | $3,919-80.4% | $4,761-83.9% |
| Participant deferral / active EE | $1,543 | $5,911-73.9% | $5,048-69.4% | $5,982-74.2% |
| Admin fee / account holder | $1,196 | $11,736-89.8% | $8,927-86.6% | $11,246-89.4% |