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 | $3,617 | $92,798-96.1% | $96,707-96.3% | $137,256-97.4% |
| Participation rate | 88.9% | 81.6%+7.2pp | 80.4%+8.5pp | 80.0%+8.9pp |
| Annual return | 13.18% | 31.24%-18.1pp | 34.78%-21.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $418 | $4,147-89.9% | $4,191-90.0% | $4,156-90.0% |
| Participant deferral / active EE | $747 | $5,877-87.3% | $5,997-87.5% | $6,407-88.3% |
| Admin fee / account holder | $2,783 | $7,946-65.0% | $7,503-62.9% | $12,270-77.3% |