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 | $12,609 | $93,571-86.5% | $135,903-90.7% | $75,163-83.2% |
| Participation rate | 74.7% | 75.2%-0.5pp | 81.9%-7.2pp | 67.2%+7.5pp |
| Annual return | 21.60% | 30.90%-9.3pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $566 | $3,537-84.0% | $4,856-88.3% | $2,670-78.8% |
| Participant deferral / active EE | $1,770 | $6,404-72.4% | $7,758-77.2% | $4,125-57.1% |
| Admin fee / account holder | $1,176 | $6,975-83.1% | $10,762-89.1% | $5,651-79.2% |