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 | $17,406 | $94,529-81.6% | $140,016-87.6% | $64,186-72.9% |
| Participation rate | 96.3% | 84.1%+12.2pp | 87.5%+8.8pp | 69.6%+26.7pp |
| Annual return | -3.18% | 7.77%-11.0pp | 651.12%-654.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $890 | $3,812-76.7% | $5,606-84.1% | $2,381-62.6% |
| Participant deferral / active EE | $1,246 | $5,250-76.3% | $6,927-82.0% | $3,470-64.1% |
| Admin fee / account holder | $11,249 | $6,741+66.9% | $10,705+5.1% | $4,888+130.1% |