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 | $8,754 | $85,766-89.8% | $136,294-93.6% | $70,131-87.5% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 15.06% | 31.45%-16.4pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $427 | $2,966-85.6% | $4,695-90.9% | $2,342-81.8% |
| Participant deferral / active EE | $876 | $5,051-82.7% | $6,247-86.0% | $3,332-73.7% |
| Admin fee / account holder | $7,402 | $5,420+36.5% | $9,243-19.9% | $4,645+59.3% |