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 7-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 | $37,008 | $148,978-75.2% | $200,582-81.5% | $84,808-56.4% |
| Participation rate | 91.7% | 84.2%+7.4pp | 86.9%+4.8pp | 68.3%+23.4pp |
| Annual return | 16.44% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $458 | $4,815-90.5% | $6,419-92.9% | $2,631-82.6% |
| Participant deferral / active EE | $2,192 | $7,142-69.3% | $9,331-76.5% | $4,212-48.0% |
| Admin fee / account holder | $1,625 | $13,977-88.4% | $16,305-90.0% | $7,344-77.9% |