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 | $12,636 | $113,935-88.9% | $94,224-86.6% | $125,391-89.9% |
| Participation rate | 81.3% | 82.9%-1.6pp | 78.8%+2.5pp | 83.2%-1.9pp |
| Annual return | -1.69% | 5.29%-7.0pp | 10.68%-12.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $195 | $4,727-95.9% | $3,587-94.6% | $4,866-96.0% |
| Participant deferral / active EE | $721 | $5,179-86.1% | $4,320-83.3% | $5,352-86.5% |
| Admin fee / account holder | $544 | $8,391-93.5% | $6,269-91.3% | $9,540-94.3% |