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 | $18,279 | $167,484-89.1% | $151,611-87.9% | $134,475-86.4% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.5%+2.0pp | 81.2%+8.3pp |
| Annual return | -13.60% | 7.80%-21.4pp | 3.33%-16.9pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,084 | $6,829-84.1% | $6,166-82.4% | $4,740-77.1% |
| Participant deferral / active EE | $2,511 | $8,986-72.1% | $8,363-70.0% | $6,400-60.8% |
| Admin fee / account holder | $2,270 | $13,783-83.5% | $11,616-80.5% | $11,426-80.1% |