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 4-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 | $12,270 | $175,600-93.0% | $129,110-90.5% | $134,475-90.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -6.32% | -11.39%+5.1pp | -10.94%+4.6pp | 417.96%-424.3pp |
| Employer contribution / active EE | $1,105 | $6,355-82.6% | $5,052-78.1% | $4,740-76.7% |
| Participant deferral / active EE | $1,341 | $7,975-83.2% | $6,542-79.5% | $6,400-79.0% |
| Admin fee / account holder | $8,629 | $23,567-63.4% | $14,302-39.7% | $11,426-24.5% |