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 | $7,159 | $133,958-94.7% | $112,228-93.6% | $134,475-94.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -18.25% | 47.11%-65.4pp | 27.45%-45.7pp | 417.96%-436.2pp |
| Employer contribution / active EE | $665 | $4,038-83.5% | $3,635-81.7% | $4,740-86.0% |
| Participant deferral / active EE | $665 | $5,291-87.4% | $4,728-85.9% | $6,400-89.6% |
| Admin fee / account holder | $1,031 | $7,489-86.2% | $6,410-83.9% | $11,426-91.0% |