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 8-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 | $6,320 | $73,867-91.4% | $143,757-95.6% | $68,494-90.8% |
| Participation rate | 71.4% | 66.7%+4.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | -7.78% | 1.01%-8.8pp | -0.04%-7.7pp | -7.84%+0.1pp |
| Employer contribution / active EE | $258 | $3,184-91.9% | $4,951-94.8% | $2,596-90.1% |
| Participant deferral / active EE | $754 | $3,384-77.7% | $5,637-86.6% | $4,027-81.3% |
| Admin fee / account holder | $694 | $5,755-87.9% | $14,673-95.3% | $5,403-87.2% |