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 | $8,341 | $86,655-90.4% | $119,609-93.0% | $66,914-87.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 79.3%+0.7pp | 69.8%+10.2pp |
| Annual return | -15.09% | -8.00%-7.1pp | -14.97%-0.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $224 | $2,536-91.2% | $4,232-94.7% | $2,544-91.2% |
| Participant deferral / active EE | $1,126 | $4,358-74.2% | $5,602-79.9% | $4,237-73.4% |
| Admin fee / account holder | $435 | $755-42.4% | $10,323-95.8% | $593-26.7% |