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 | $15,989 | $52,681-69.6% | $75,781-78.9% | $59,632-73.2% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.8%-3.8pp | 68.7%+3.3pp |
| Annual return | -0.98% | 2.95%-3.9pp | 9.68%-10.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $79 | $2,193-96.4% | $3,323-97.6% | $2,203-96.4% |
| Participant deferral / active EE | $635 | $2,591-75.5% | $3,651-82.6% | $3,192-80.1% |
| Admin fee / account holder | $4,589 | $3,610+27.1% | $5,299-13.4% | $4,297+6.8% |