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 | $4,519 | $109,881-95.9% | $150,045-97.0% | $84,808-94.7% |
| Participation rate | 75.5% | 76.1%-0.6pp | 82.3%-6.8pp | 68.3%+7.2pp |
| Annual return | 14.23% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $81 | $3,561-97.7% | $4,693-98.3% | $2,631-96.9% |
| Participant deferral / active EE | $591 | $6,636-91.1% | $7,997-92.6% | $4,212-86.0% |
| Admin fee / account holder | $2,505 | $8,568-70.8% | $13,435-81.4% | $7,344-65.9% |