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 | $1,221 | $161,352-99.2% | $134,172-99.1% | $137,256-99.1% |
| Participation rate | 93.8% | 78.3%+15.5pp | 72.5%+21.3pp | 80.0%+13.8pp |
| Annual return | 10.54% | 28.72%-18.2pp | 25.30%-14.8pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $616 | $5,552-88.9% | $4,690-86.9% | $6,407-90.4% |
| Admin fee / account holder | $710 | $15,028-95.3% | $12,016-94.1% | $12,270-94.2% |