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 7-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 | $11,757 | $179,726-93.5% | $156,263-92.5% | $142,382-91.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 19.02% | 77.86%-58.8pp | 59.47%-40.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $537 | $5,069-89.4% | $4,333-87.6% | $4,299-87.5% |
| Participant deferral / active EE | $664 | $6,956-90.5% | $6,158-89.2% | $6,507-89.8% |
| Admin fee / account holder | $958 | $17,272-94.5% | $14,255-93.3% | $12,624-92.4% |