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 | $22,765 | $94,529-75.9% | $140,016-83.7% | $64,186-64.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 1.59% | 7.77%-6.2pp | 651.12%-649.5pp | 7.63%-6.0pp |
| Employer contribution / active EE | $591 | $3,812-84.5% | $5,606-89.5% | $2,381-75.2% |
| Participant deferral / active EE | $828 | $5,250-84.2% | $6,927-88.1% | $3,470-76.1% |
| Admin fee / account holder | $2,261 | $6,741-66.5% | $10,705-78.9% | $4,888-53.7% |