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 | $23,513 | $110,094-78.6% | $151,611-84.5% | $68,494-65.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.58% | -10.12%-6.5pp | 3.33%-19.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,047 | $4,471-76.6% | $6,166-83.0% | $2,596-59.7% |
| Participant deferral / active EE | $2,792 | $6,527-57.2% | $8,363-66.6% | $4,027-30.7% |
| Admin fee / account holder | $638 | $7,719-91.7% | $11,616-94.5% | $5,403-88.2% |