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 | $16,056 | $59,805-73.2% | $79,550-79.8% | $68,494-76.6% |
| Participation rate | 71.9% | 61.1%+10.8pp | 69.5%+2.4pp | 67.9%+4.0pp |
| Annual return | -16.99% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $250 | $1,505-83.4% | $2,413-89.6% | $2,596-90.4% |
| Participant deferral / active EE | $842 | $3,024-72.2% | $3,985-78.9% | $4,027-79.1% |
| Admin fee / account holder | $435 | $4,835-91.0% | $6,832-93.6% | $5,403-91.9% |