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 | $5,711 | $57,016-90.0% | $84,966-93.3% | $80,856-92.9% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 10.77% | 21.66%-10.9pp | 66.38%-55.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $160 | $1,798-91.1% | $2,727-94.1% | $2,755-94.2% |
| Participant deferral / active EE | $672 | $3,110-78.4% | $4,519-85.1% | $4,296-84.4% |
| Admin fee / account holder | $879 | $4,980-82.4% | $6,149-85.7% | $6,918-87.3% |