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 | $14,040 | $105,860-86.7% | $90,749-84.5% | $134,475-89.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -16.15% | -11.01%-5.1pp | -12.16%-4.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $322 | $3,462-90.7% | $2,921-89.0% | $4,740-93.2% |
| Participant deferral / active EE | $1,287 | $5,216-75.3% | $4,564-71.8% | $6,400-79.9% |
| Admin fee / account holder | $7,380 | $13,938-47.0% | $8,445-12.6% | $11,426-35.4% |