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 | $2,740 | $42,894-93.6% | $60,874-95.5% | $68,494-96.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -8.71% | -13.98%+5.3pp | 16.90%-25.6pp | -7.84%-0.9pp |
| Employer contribution / active EE | $44 | $1,978-97.8% | $2,701-98.4% | $2,596-98.3% |
| Participant deferral / active EE | $50 | $2,867-98.3% | $3,817-98.7% | $4,027-98.8% |
| Admin fee / account holder | $542 | $3,101-82.5% | $3,224-83.2% | $5,403-90.0% |