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 | $5,726 | $109,881-94.8% | $150,045-96.2% | $84,808-93.2% |
| Participation rate | 78.1% | 76.1%+2.0pp | 82.3%-4.2pp | 68.3%+9.8pp |
| Annual return | 18.47% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $409 | $3,561-88.5% | $4,693-91.3% | $2,631-84.5% |
| Participant deferral / active EE | $1,404 | $6,636-78.8% | $7,997-82.4% | $4,212-66.7% |
| Admin fee / account holder | $743 | $8,568-91.3% | $13,435-94.5% | $7,344-89.9% |