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 9-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 | $13,856 | $65,696-78.9% | $56,429-75.4% | $147,584-90.6% |
| Participation rate | 83.3% | 85.5%-2.2pp | 80.0%+3.3pp | 82.8%+0.5pp |
| Annual return | 11.06% | 13.32%-2.3pp | 19.04%-8.0pp | 578.55%-567.5pp |
| Employer contribution / active EE | $664 | $4,121-83.9% | $3,405-80.5% | $4,876-86.4% |
| Participant deferral / active EE | $1,073 | $4,876-78.0% | $3,951-72.8% | $5,439-80.3% |
| Admin fee / account holder | $1,109 | $5,947-81.4% | $4,466-75.2% | $10,885-89.8% |