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 | $11,199 | $57,354-80.5% | $83,848-86.6% | $64,186-82.6% |
| Participation rate | 71.0% | 68.6%+2.4pp | 76.1%-5.2pp | 69.6%+1.4pp |
| Annual return | -6.03% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $508 | $2,545-80.0% | $3,631-86.0% | $2,381-78.7% |
| Participant deferral / active EE | $1,031 | $2,993-65.6% | $4,082-74.8% | $3,470-70.3% |
| Admin fee / account holder | $4,565 | $4,046+12.8% | $5,478-16.7% | $4,888-6.6% |