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 6-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 | $8,636 | $106,749-91.9% | $145,433-94.1% | $82,448-89.5% |
| Participation rate | 80.5% | 75.6%+4.8pp | 82.1%-1.6pp | 68.1%+12.4pp |
| Annual return | 21.57% | 27.59%-6.0pp | 66.58%-45.0pp | 41.64%-20.1pp |
| Employer contribution / active EE | $2 | $3,444-100.0% | $4,554-100.0% | $2,551-99.9% |
| Participant deferral / active EE | $1,938 | $6,519-70.3% | $7,897-75.5% | $4,139-53.2% |
| Admin fee / account holder | $469 | $8,390-94.4% | $13,129-96.4% | $7,234-93.5% |