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 | $9,697 | $100,923-90.4% | $150,045-93.5% | $74,304-86.9% |
| Participation rate | 96.5% | 70.1%+26.4pp | 82.3%+14.1pp | 60.3%+36.1pp |
| Annual return | 17.57% | 51.77%-34.2pp | 62.55%-45.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $326 | $3,463-90.6% | $4,693-93.0% | $2,241-85.4% |
| Participant deferral / active EE | $1,470 | $6,709-78.1% | $7,997-81.6% | $3,767-61.0% |
| Admin fee / account holder | $770 | $2,767-72.2% | $13,435-94.3% | $2,969-74.1% |