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 | $8,358 | $49,177-83.0% | $79,464-89.5% | $64,186-87.0% |
| Participation rate | 91.1% | 65.0%+26.0pp | 73.3%+17.7pp | 69.6%+21.5pp |
| Annual return | -6.92% | -1.16%-5.8pp | 718.14%-725.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $134 | $2,076-93.6% | $2,800-95.2% | $2,381-94.4% |
| Participant deferral / active EE | $648 | $2,821-77.0% | $3,704-82.5% | $3,470-81.3% |
| Admin fee / account holder | $1,323 | $3,839-65.5% | $5,113-74.1% | $4,888-72.9% |