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 | $25,362 | $140,588-82.0% | $123,104-79.4% | $125,391-79.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.43% | 16.80%-17.2pp | 13.22%-13.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $293 | $6,041-95.1% | $5,151-94.3% | $4,866-94.0% |
| Participant deferral / active EE | $721 | $6,980-89.7% | $6,230-88.4% | $5,352-86.5% |
| Admin fee / account holder | $7,351 | $11,198-34.4% | $9,015-18.5% | $9,540-23.0% |