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 | $4,480 | $43,327-89.7% | $59,878-92.5% | $64,186-93.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.41% | -1.55%-3.9pp | 3.46%-8.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $67 | $2,028-96.7% | $2,722-97.6% | $2,381-97.2% |
| Participant deferral / active EE | $368 | $2,546-85.5% | $3,402-89.2% | $3,470-89.4% |
| Admin fee / account holder | $2,483 | $3,005-17.4% | $3,590-30.8% | $4,888-49.2% |