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 | $88,672-90.8% | $105,223-92.3% | $82,448-90.2% |
| Participation rate | 71.9% | 67.9%+4.0pp | 75.0%-3.1pp | 68.1%+3.9pp |
| Annual return | 19.87% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $767 | $3,048-74.8% | $3,689-79.2% | $2,551-69.9% |
| Participant deferral / active EE | $1,175 | $4,036-70.9% | $5,072-76.8% | $4,139-71.6% |
| Admin fee / account holder | $535 | $7,146-92.5% | $8,859-94.0% | $7,234-92.6% |