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 | $11,806 | $98,240-88.0% | $82,313-85.7% | $147,584-92.0% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 11.13% | 30.85%-19.7pp | 25.88%-14.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $298 | $3,192-90.7% | $2,428-87.7% | $4,876-93.9% |
| Participant deferral / active EE | $887 | $4,383-79.8% | $3,706-76.1% | $5,439-83.7% |
| Admin fee / account holder | $1,555 | $8,563-81.8% | $5,608-72.3% | $10,885-85.7% |