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 | $3,616 | $106,515-96.6% | $96,683-96.3% | $139,434-97.4% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 20.37% | 38.43%-18.1pp | 35.69%-15.3pp | 372.94%-352.6pp |
| Employer contribution / active EE | $628 | $4,103-84.7% | $3,737-83.2% | $4,751-86.8% |
| Participant deferral / active EE | $1,034 | $5,454-81.0% | $4,878-78.8% | $6,710-84.6% |
| Admin fee / account holder | $639 | $7,877-91.9% | $6,730-90.5% | $11,403-94.4% |