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 | $23,908 | $110,094-78.3% | $151,611-84.2% | $68,494-65.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 87.5%+4.2pp | 67.9%+23.8pp |
| Annual return | -12.09% | -10.12%-2.0pp | 3.33%-15.4pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,365 | $4,471-69.5% | $6,166-77.9% | $2,596-47.4% |
| Participant deferral / active EE | $1,835 | $6,527-71.9% | $8,363-78.1% | $4,027-54.4% |
| Admin fee / account holder | $538 | $7,719-93.0% | $11,616-95.4% | $5,403-90.0% |