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 | $12,336 | $167,307-92.6% | $143,757-91.4% | $134,475-90.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.88% | 0.46%-1.3pp | -0.04%-0.8pp | 417.96%-418.8pp |
| Employer contribution / active EE | $1,033 | $5,619-81.6% | $4,951-79.1% | $4,740-78.2% |
| Participant deferral / active EE | $1,452 | $6,446-77.5% | $5,637-74.2% | $6,400-77.3% |
| Admin fee / account holder | $1,983 | $18,088-89.0% | $14,673-86.5% | $11,426-82.6% |