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 | $27,144 | $109,359-75.2% | $162,163-83.3% | $72,985-62.8% |
| Participation rate | 88.5% | 84.3%+4.3pp | 87.6%+1.0pp | 69.5%+19.0pp |
| Annual return | 0.00% | 25.46%-25.5pp | 115.59%-115.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,001 | $3,907-74.4% | $5,614-82.2% | $2,440-59.0% |
| Participant deferral / active EE | $1,642 | $5,481-70.0% | $7,298-77.5% | $3,607-54.5% |
| Admin fee / account holder | $2,474 | $7,972-69.0% | $10,843-77.2% | $5,124-51.7% |