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 | $13,878 | $82,664-83.2% | $125,339-88.9% | $68,494-79.7% |
| Participation rate | 71.6% | 75.0%-3.5pp | 82.4%-10.8pp | 67.9%+3.7pp |
| Annual return | -16.25% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $235 | $3,381-93.0% | $4,814-95.1% | $2,596-90.9% |
| Participant deferral / active EE | $1,504 | $6,110-75.4% | $7,446-79.8% | $4,027-62.6% |
| Admin fee / account holder | $543 | $6,275-91.3% | $10,010-94.6% | $5,403-89.9% |