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 | $12,327 | $59,805-79.4% | $79,550-84.5% | $68,494-82.0% |
| Participation rate | 91.1% | 61.1%+30.0pp | 69.5%+21.6pp | 67.9%+23.2pp |
| Annual return | 2.62% | -12.30%+14.9pp | 0.16%+2.5pp | -7.84%+10.5pp |
| Employer contribution / active EE | $225 | $1,505-85.0% | $2,413-90.7% | $2,596-91.3% |
| Participant deferral / active EE | $373 | $3,024-87.7% | $3,985-90.6% | $4,027-90.7% |
| Admin fee / account holder | $303 | $4,835-93.7% | $6,832-95.6% | $5,403-94.4% |