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 | $5,762 | $49,177-88.3% | $79,464-92.7% | $64,186-91.0% |
| Participation rate | 79.5% | 65.0%+14.4pp | 73.3%+6.1pp | 69.6%+9.9pp |
| Annual return | -6.74% | -1.16%-5.6pp | 718.14%-724.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $125 | $2,076-94.0% | $2,800-95.5% | $2,381-94.7% |
| Participant deferral / active EE | $765 | $2,821-72.9% | $3,704-79.4% | $3,470-78.0% |
| Admin fee / account holder | $516 | $3,839-86.6% | $5,113-89.9% | $4,888-89.5% |