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 | $18,685 | $149,333-87.5% | $106,387-82.4% | $135,375-86.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -2.49% | 0.52%-3.0pp | 0.25%-2.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $342 | $4,984-93.1% | $3,520-90.3% | $4,779-92.8% |
| Participant deferral / active EE | $528 | $7,230-92.7% | $5,421-90.3% | $5,609-90.6% |
| Admin fee / account holder | $649 | $15,952-95.9% | $7,510-91.4% | $10,827-94.0% |