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 | $7,662 | $100,754-92.4% | $86,677-91.2% | $134,475-94.3% |
| Participation rate | 70.0% | 78.9%-8.9pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -14.44% | 29.04%-43.5pp | 35.91%-50.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $469 | $3,489-86.6% | $2,836-83.5% | $4,740-90.1% |
| Participant deferral / active EE | $695 | $5,338-87.0% | $4,656-85.1% | $6,400-89.1% |
| Admin fee / account holder | $6,657 | $10,926-39.1% | $7,493-11.2% | $11,426-41.7% |