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 | $16,274 | $81,900-80.1% | $119,609-86.4% | $68,494-76.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.87% | -23.82%+10.9pp | -14.97%+2.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $53 | $2,693-98.0% | $4,232-98.8% | $2,596-98.0% |
| Participant deferral / active EE | $718 | $4,148-82.7% | $5,602-87.2% | $4,027-82.2% |
| Admin fee / account holder | $2,163 | $6,582-67.1% | $10,323-79.0% | $5,403-60.0% |