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 | $37,634 | $90,671-58.5% | $85,826-56.2% | $382,429-90.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 72.9%+27.1pp | 87.7%+12.3pp |
| Annual return | 13.45% | -14.82%+28.3pp | -10.29%+23.7pp | 248.85%-235.4pp |
| Employer contribution / active EE | $2,119 | $10,032-78.9% | $6,831-69.0% | $8,036-73.6% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $3,752-100.0% | $5,727-100.0% |
| Admin fee / account holder | $7,296 | $4,773+52.9% | $4,820+51.4% | $30,732-76.3% |