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 | $7,129 | $71,883-90.1% | $86,677-91.8% | $68,494-89.6% |
| Participation rate | 79.6% | 72.2%+7.4pp | 76.6%+3.1pp | 67.9%+11.7pp |
| Annual return | -11.96% | 3.52%-15.5pp | 35.91%-47.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $95 | $2,173-95.6% | $2,836-96.6% | $2,596-96.3% |
| Participant deferral / active EE | $1,255 | $3,779-66.8% | $4,656-73.0% | $4,027-68.8% |
| Admin fee / account holder | $4,385 | $6,112-28.3% | $7,493-41.5% | $5,403-18.8% |