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 | $13,432 | $78,694-82.9% | $67,652-80.1% | $125,391-89.3% |
| Participation rate | 84.6% | 78.8%+5.8pp | 75.7%+9.0pp | 83.2%+1.4pp |
| Annual return | 0.20% | 9.46%-9.3pp | 6625.04%-6624.8pp | 282.22%-282.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $978 | $4,292-77.2% | $3,560-72.5% | $5,352-81.7% |
| Admin fee / account holder | $707 | $7,403-90.5% | $4,821-85.3% | $9,540-92.6% |