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 8-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 | $9,367 | $214,378-95.6% | $200,582-95.3% | $142,382-93.4% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 14.52% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,710 | $9,865-82.7% | $9,331-81.7% | $6,507-73.7% |
| Admin fee / account holder | $2,707 | $17,692-84.7% | $16,305-83.4% | $12,624-78.6% |