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 8-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 | $14,823 | $127,100-88.3% | $105,738-86.0% | $135,375-89.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | -5.83% | 4.49%-10.3pp | 6.27%-12.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $476 | $4,107-88.4% | $3,268-85.4% | $4,779-90.0% |
| Participant deferral / active EE | $655 | $5,064-87.1% | $4,080-83.9% | $5,609-88.3% |
| Admin fee / account holder | $691 | $9,087-92.4% | $6,913-90.0% | $10,827-93.6% |