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 | $16,031 | $71,883-77.7% | $86,677-81.5% | $68,494-76.6% |
| Participation rate | 78.1% | 72.2%+5.9pp | 76.6%+1.5pp | 67.9%+10.2pp |
| Annual return | -15.60% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $344 | $2,173-84.2% | $2,836-87.9% | $2,596-86.8% |
| Participant deferral / active EE | $1,375 | $3,779-63.6% | $4,656-70.5% | $4,027-65.8% |
| Admin fee / account holder | $5,829 | $6,112-4.6% | $7,493-22.2% | $5,403+7.9% |