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 | $22,591 | $103,031-78.1% | $78,805-71.3% | $357,791-93.7% |
| Participation rate | 73.9% | 81.4%-7.5pp | 73.6%+0.3pp | 85.6%-11.7pp |
| Annual return | 16.10% | -11.97%+28.1pp | -2.71%+18.8pp | 396.79%-380.7pp |
| Employer contribution / active EE | $0 | $6,909-100.0% | $4,059-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $3,553 | $5,060-29.8% | $3,584-0.9% | $5,521-35.6% |
| Admin fee / account holder | $332 | $5,883-94.4% | $5,677-94.1% | $28,387-98.8% |