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 | $106,749-94.6% | $145,433-96.1% | $82,448-93.1% |
| Participation rate | 78.1% | 75.6%+2.5pp | 82.1%-4.0pp | 68.1%+10.1pp |
| Annual return | 18.47% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $409 | $3,444-88.1% | $4,554-91.0% | $2,551-84.0% |
| Participant deferral / active EE | $1,404 | $6,519-78.5% | $7,897-82.2% | $4,139-66.1% |
| Admin fee / account holder | $743 | $8,390-91.1% | $13,129-94.3% | $7,234-89.7% |