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 | $13,485 | $138,044-90.2% | $125,339-89.2% | $134,475-90.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -2.96% | 750.33%-753.3pp | 572.05%-575.0pp | 417.96%-420.9pp |
| Employer contribution / active EE | $713 | $5,243-86.4% | $4,814-85.2% | $4,740-85.0% |
| Participant deferral / active EE | $2,079 | $7,799-73.3% | $7,446-72.1% | $6,400-67.5% |
| Admin fee / account holder | $7,261 | $11,571-37.2% | $10,010-27.5% | $11,426-36.4% |