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 | $17,915 | $167,307-89.3% | $143,757-87.5% | $134,475-86.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -2.63% | 0.46%-3.1pp | -0.04%-2.6pp | 417.96%-420.6pp |
| Employer contribution / active EE | $568 | $5,619-89.9% | $4,951-88.5% | $4,740-88.0% |
| Participant deferral / active EE | $669 | $6,446-89.6% | $5,637-88.1% | $6,400-89.6% |
| Admin fee / account holder | $24,581 | $18,088+35.9% | $14,673+67.5% | $11,426+115.1% |