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 | $6,649 | $65,685-89.9% | $57,179-88.4% | $273,961-97.6% |
| Participation rate | 78.9% | 78.3%+0.6pp | 75.3%+3.6pp | 83.0%-4.1pp |
| Annual return | 5.78% | 21.99%-16.2pp | 14.59%-8.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $200 | $3,279-93.9% | $2,682-92.5% | $4,869-95.9% |
| Participant deferral / active EE | $595 | $3,782-84.3% | $3,096-80.8% | $5,287-88.7% |
| Admin fee / account holder | $771 | $4,835-84.1% | $3,139-75.4% | $10,132-92.4% |