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 | $3,605 | $167,307-97.8% | $143,757-97.5% | $134,475-97.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.88% | 0.46%-7.3pp | -0.04%-6.8pp | 417.96%-424.8pp |
| Employer contribution / active EE | $279 | $5,619-95.0% | $4,951-94.4% | $4,740-94.1% |
| Participant deferral / active EE | $1,764 | $6,446-72.6% | $5,637-68.7% | $6,400-72.4% |
| Admin fee / account holder | $17,857 | $18,088-1.3% | $14,673+21.7% | $11,426+56.3% |