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 | $4,589 | $45,152-89.8% | $73,843-93.8% | $59,632-92.3% |
| Participation rate | 92.5% | 64.0%+28.5pp | 73.4%+19.1pp | 68.7%+23.9pp |
| Annual return | 0.25% | 27.40%-27.2pp | 2267.84%-2267.6pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $130 | $1,902-93.2% | $2,787-95.3% | $2,203-94.1% |
| Participant deferral / active EE | $226 | $2,574-91.2% | $3,583-93.7% | $3,192-92.9% |
| Admin fee / account holder | $385 | $3,516-89.0% | $4,880-92.1% | $4,297-91.0% |