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 9-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 | $9,059 | $92,222-90.2% | $76,768-88.2% | $135,375-93.3% |
| Participation rate | 81.8% | 79.8%+2.1pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -3.10% | 5.46%-8.6pp | 2.43%-5.5pp | 519.73%-522.8pp |
| Employer contribution / active EE | $532 | $3,216-83.5% | $2,485-78.6% | $4,779-88.9% |
| Participant deferral / active EE | $711 | $4,509-84.2% | $3,852-81.5% | $5,609-87.3% |
| Admin fee / account holder | $1,950 | $10,748-81.9% | $6,675-70.8% | $10,827-82.0% |