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 | $13,199 | $77,976-83.1% | $81,367-83.8% | $125,391-89.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -0.61% | -2.85%+2.2pp | -0.92%+0.3pp | 282.22%-282.8pp |
| Employer contribution / active EE | $700 | $4,366-84.0% | $3,930-82.2% | $4,866-85.6% |
| Participant deferral / active EE | $1,373 | $5,646-75.7% | $5,383-74.5% | $5,352-74.3% |
| Admin fee / account holder | $2,058 | $12,476-83.5% | $8,926-76.9% | $9,540-78.4% |