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 | $17,074 | $73,933-76.9% | $96,683-82.3% | $75,163-77.3% |
| Participation rate | 76.5% | 66.4%+10.0pp | 74.3%+2.1pp | 67.2%+9.3pp |
| Annual return | 14.29% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $704 | $2,928-75.9% | $3,737-81.2% | $2,670-73.6% |
| Participant deferral / active EE | $1,083 | $3,659-70.4% | $4,878-77.8% | $4,125-73.7% |
| Admin fee / account holder | $909 | $5,216-82.6% | $6,730-86.5% | $5,651-83.9% |