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 | $12,055 | $63,355-81.0% | $91,989-86.9% | $72,985-83.5% |
| Participation rate | 84.3% | 72.5%+11.8pp | 78.6%+5.7pp | 69.5%+14.8pp |
| Annual return | 34.70% | 35.35%-0.7pp | 69.02%-34.3pp | 81.00%-46.3pp |
| Employer contribution / active EE | $138 | $2,116-93.5% | $3,452-96.0% | $2,440-94.4% |
| Participant deferral / active EE | $835 | $4,883-82.9% | $5,923-85.9% | $3,607-76.8% |
| Admin fee / account holder | $904 | $4,668-80.6% | $7,743-88.3% | $5,124-82.4% |