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 | $11,591 | $105,860-89.1% | $90,749-87.2% | $134,475-91.4% |
| Participation rate | 94.4% | 78.2%+16.2pp | 75.7%+18.8pp | 81.2%+13.2pp |
| Annual return | -17.25% | -11.01%-6.2pp | -12.16%-5.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $302 | $3,462-91.3% | $2,921-89.6% | $4,740-93.6% |
| Participant deferral / active EE | $626 | $5,216-88.0% | $4,564-86.3% | $6,400-90.2% |
| Admin fee / account holder | $344 | $13,938-97.5% | $8,445-95.9% | $11,426-97.0% |