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 8-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 | $10,193 | $138,347-92.6% | $184,203-94.5% | $80,856-87.4% |
| Participation rate | 94.7% | 83.9%+10.8pp | 86.8%+7.8pp | 67.6%+27.0pp |
| Annual return | 14.45% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $867 | $4,850-82.1% | $6,427-86.5% | $2,755-68.5% |
| Participant deferral / active EE | $3,079 | $7,071-56.5% | $9,131-66.3% | $4,296-28.3% |
| Admin fee / account holder | $2,319 | $10,483-77.9% | $13,901-83.3% | $6,918-66.5% |