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 | $4,693 | $49,177-90.5% | $79,464-94.1% | $64,186-92.7% |
| Participation rate | 70.9% | 65.0%+5.9pp | 73.3%-2.4pp | 69.6%+1.3pp |
| Annual return | -5.45% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $64 | $2,076-96.9% | $2,800-97.7% | $2,381-97.3% |
| Participant deferral / active EE | $46 | $2,821-98.4% | $3,704-98.8% | $3,470-98.7% |
| Admin fee / account holder | $570 | $3,839-85.1% | $5,113-88.8% | $4,888-88.3% |