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 | $14,656 | $62,586-76.6% | $76,768-80.9% | $64,186-77.2% |
| Participation rate | 84.0% | 72.8%+11.2pp | 77.0%+7.0pp | 69.6%+14.4pp |
| Annual return | -4.41% | -1.95%-2.5pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $53 | $1,832-97.1% | $2,485-97.9% | $2,381-97.8% |
| Participant deferral / active EE | $528 | $3,145-83.2% | $3,852-86.3% | $3,470-84.8% |
| Admin fee / account holder | $11,243 | $4,667+140.9% | $6,675+68.4% | $4,888+130.0% |