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 | $15,439 | $82,664-81.3% | $125,339-87.7% | $68,494-77.5% |
| Participation rate | 70.7% | 75.0%-4.3pp | 82.4%-11.6pp | 67.9%+2.8pp |
| Annual return | -18.90% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $30 | $3,381-99.1% | $4,814-99.4% | $2,596-98.8% |
| Participant deferral / active EE | $1,656 | $6,110-72.9% | $7,446-77.8% | $4,027-58.9% |
| Admin fee / account holder | $854 | $6,275-86.4% | $10,010-91.5% | $5,403-84.2% |