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 | $13,607 | $110,094-87.6% | $151,611-91.0% | $68,494-80.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.99% | -10.12%-4.9pp | 3.33%-18.3pp | -7.84%-7.2pp |
| Employer contribution / active EE | $748 | $4,471-83.3% | $6,166-87.9% | $2,596-71.2% |
| Participant deferral / active EE | $1,322 | $6,527-79.7% | $8,363-84.2% | $4,027-67.2% |
| Admin fee / account holder | $2,563 | $7,719-66.8% | $11,616-77.9% | $5,403-52.6% |