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 | $30,889 | $110,094-71.9% | $151,611-79.6% | $68,494-54.9% |
| Participation rate | 74.5% | 84.0%-9.4pp | 87.5%-13.0pp | 67.9%+6.7pp |
| Annual return | -14.08% | -10.12%-4.0pp | 3.33%-17.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,303 | $4,471-70.9% | $6,166-78.9% | $2,596-49.8% |
| Participant deferral / active EE | $2,346 | $6,527-64.1% | $8,363-71.9% | $4,027-41.7% |
| Admin fee / account holder | $6,013 | $7,719-22.1% | $11,616-48.2% | $5,403+11.3% |