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 6-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 | $7,304 | $154,117-95.3% | $129,995-94.4% | $139,434-94.8% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.5%-2.3pp | 80.3%-4.1pp |
| Annual return | 18.17% | 32.48%-14.3pp | -137.18%+155.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $587 | $5,289-88.9% | $4,320-86.4% | $4,751-87.6% |
| Participant deferral / active EE | $1,661 | $6,710-75.2% | $5,820-71.5% | $6,710-75.2% |
| Admin fee / account holder | $948 | $14,007-93.2% | $10,614-91.1% | $11,403-91.7% |