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 | $20,039 | $62,586-68.0% | $76,768-73.9% | $64,186-68.8% |
| Participation rate | 72.9% | 72.8%+0.1pp | 77.0%-4.0pp | 69.6%+3.3pp |
| Annual return | -5.37% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $182 | $1,832-90.1% | $2,485-92.7% | $2,381-92.3% |
| Participant deferral / active EE | $1,328 | $3,145-57.8% | $3,852-65.5% | $3,470-61.7% |
| Admin fee / account holder | $3,620 | $4,667-22.4% | $6,675-45.8% | $4,888-25.9% |