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 10-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 | $4,764 | $91,190-94.8% | $178,490-97.3% | $79,858-94.0% |
| Participation rate | 81.3% | 69.2%+12.0pp | 81.9%-0.7pp | 69.6%+11.6pp |
| Annual return | 30.85% | 24.19%+6.7pp | 151.07%-120.2pp | 31.71%-0.9pp |
| Employer contribution / active EE | $319 | $3,256-90.2% | $5,011-93.6% | $2,471-87.1% |
| Participant deferral / active EE | $460 | $3,236-85.8% | $5,202-91.1% | $3,740-87.7% |
| Admin fee / account holder | $1,284 | $6,751-81.0% | $13,984-90.8% | $5,306-75.8% |