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 | $5,592 | $87,733-93.6% | $106,548-94.8% | $85,850-93.5% |
| Participation rate | 74.4% | 71.9%+2.4pp | 76.1%-1.8pp | 69.3%+5.0pp |
| Annual return | 16.54% | 21.86%-5.3pp | 26.80%-10.3pp | 318.53%-302.0pp |
| Employer contribution / active EE | $377 | $2,073-81.8% | $2,819-86.6% | $2,565-85.3% |
| Participant deferral / active EE | $1,513 | $3,469-56.4% | $4,398-65.6% | $3,952-61.7% |
| Admin fee / account holder | $392 | $6,767-94.2% | $7,407-94.7% | $6,260-93.7% |