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 8-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 | $5,408 | $142,344-96.2% | $119,609-95.5% | $134,475-96.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -10.74% | -12.44%+1.7pp | -14.97%+4.2pp | 417.96%-428.7pp |
| Employer contribution / active EE | $625 | $5,222-88.0% | $4,232-85.2% | $4,740-86.8% |
| Participant deferral / active EE | $1,931 | $6,469-70.1% | $5,602-65.5% | $6,400-69.8% |
| Admin fee / account holder | $3,362 | $13,584-75.2% | $10,323-67.4% | $11,426-70.6% |