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 | $8,117 | $89,753-91.0% | $107,525-92.5% | $84,808-90.4% |
| Participation rate | 71.9% | 68.1%+3.9pp | 75.1%-3.1pp | 68.3%+3.6pp |
| Annual return | 19.87% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $767 | $3,113-75.4% | $3,754-79.6% | $2,631-70.8% |
| Participant deferral / active EE | $1,175 | $4,056-71.0% | $5,116-77.0% | $4,212-72.1% |
| Admin fee / account holder | $535 | $7,222-92.6% | $8,919-94.0% | $7,344-92.7% |