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 | $16,729 | $110,094-84.8% | $151,611-89.0% | $68,494-75.6% |
| Participation rate | 94.8% | 84.0%+10.9pp | 87.5%+7.3pp | 67.9%+26.9pp |
| Annual return | -9.28% | -10.12%+0.8pp | 3.33%-12.6pp | -7.84%-1.4pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,658 | $6,527-74.6% | $8,363-80.2% | $4,027-58.8% |
| Admin fee / account holder | $7,081 | $7,719-8.3% | $11,616-39.0% | $5,403+31.1% |