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 | $24,716 | $81,900-69.8% | $119,609-79.3% | $68,494-63.9% |
| Participation rate | 95.6% | 71.9%+23.7pp | 79.3%+16.3pp | 67.9%+27.7pp |
| Annual return | -14.65% | -23.82%+9.2pp | -14.97%+0.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | -$93 | $2,693-103.4% | $4,232-102.2% | $2,596-103.6% |
| Participant deferral / active EE | $1,542 | $4,148-62.8% | $5,602-72.5% | $4,027-61.7% |
| Admin fee / account holder | $5,119 | $6,582-22.2% | $10,323-50.4% | $5,403-5.2% |