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 | $24,097 | $131,829-81.7% | $108,579-77.8% | $273,961-91.2% |
| Participation rate | 73.9% | 83.5%-9.5pp | 79.6%-5.7pp | 83.0%-9.1pp |
| Annual return | 6.79% | -91.57%+98.4pp | -51.70%+58.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,183 | $5,127-76.9% | $4,311-72.6% | $5,287-77.6% |
| Admin fee / account holder | $721 | $10,252-93.0% | $7,645-90.6% | $10,132-92.9% |