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 10-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 | $19,295 | $147,167-86.9% | $111,392-82.7% | $135,375-85.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -4.34% | -4.44%+0.1pp | -2.06%-2.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,119 | $5,204-78.5% | $4,328-74.1% | $4,779-76.6% |
| Participant deferral / active EE | $1,774 | $6,565-73.0% | $5,567-68.1% | $5,609-68.4% |
| Admin fee / account holder | $2,886 | $20,270-85.8% | $12,266-76.5% | $10,827-73.3% |