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 | $11,081 | $82,032-86.5% | $123,104-91.0% | $59,632-81.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 2.10% | 5.12%-3.0pp | 13.22%-11.1pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $600 | $3,297-81.8% | $5,151-88.4% | $2,203-72.8% |
| Participant deferral / active EE | $679 | $4,667-85.4% | $6,230-89.1% | $3,192-78.7% |
| Admin fee / account holder | $523 | $5,881-91.1% | $9,015-94.2% | $4,297-87.8% |