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 | $23,868 | $131,829-81.9% | $108,579-78.0% | $273,961-91.3% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 7.42% | -91.57%+99.0pp | -51.70%+59.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $187 | $4,912-96.2% | $3,758-95.0% | $4,869-96.2% |
| Participant deferral / active EE | $1,077 | $5,127-79.0% | $4,311-75.0% | $5,287-79.6% |
| Admin fee / account holder | $2,823 | $10,252-72.5% | $7,645-63.1% | $10,132-72.1% |