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 3-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 | $13,174 | $257,899-94.9% | $227,317-94.2% | $382,429-96.6% |
| Participation rate | 100.0% | 88.6%+11.4pp | 83.7%+16.3pp | 87.7%+12.3pp |
| Annual return | 20.39% | -6.88%+27.3pp | -6.47%+26.9pp | 248.85%-228.5pp |
| Employer contribution / active EE | $761 | $4,490-83.0% | $3,845-80.2% | $8,036-90.5% |
| Participant deferral / active EE | $3,130 | $4,249-26.3% | $4,124-24.1% | $5,727-45.3% |
| Admin fee / account holder | $2,389 | $12,635-81.1% | $12,529-80.9% | $30,732-92.2% |