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 | $13,025 | $78,694-83.4% | $67,652-80.7% | $125,391-89.6% |
| Participation rate | 90.0% | 78.8%+11.2pp | 75.7%+14.3pp | 83.2%+6.8pp |
| Annual return | -2.51% | 9.46%-12.0pp | 6625.04%-6627.6pp | 282.22%-284.7pp |
| Employer contribution / active EE | $378 | $3,044-87.6% | $2,266-83.3% | $4,866-92.2% |
| Participant deferral / active EE | $930 | $4,292-78.3% | $3,560-73.9% | $5,352-82.6% |
| Admin fee / account holder | $1,961 | $7,403-73.5% | $4,821-59.3% | $9,540-79.4% |