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 7-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 | $10,622 | $76,552-86.1% | $123,892-91.4% | $62,891-83.1% |
| Participation rate | 89.8% | 73.0%+16.8pp | 81.4%+8.4pp | 69.3%+20.5pp |
| Annual return | 10.38% | 18.68%-8.3pp | 47.52%-37.1pp | 20.14%-9.8pp |
| Employer contribution / active EE | $379 | $2,883-86.9% | $4,617-91.8% | $2,281-83.4% |
| Participant deferral / active EE | $886 | $4,840-81.7% | $5,984-85.2% | $3,203-72.3% |
| Admin fee / account holder | $2,069 | $4,826-57.1% | $8,357-75.2% | $4,296-51.8% |