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 | $12,681 | $215,321-94.1% | $143,757-91.2% | - |
| Participation rate | 100.0% | 60.1%+39.9pp | 80.3%+19.7pp | - |
| Annual return | -13.05% | -15.45%+2.4pp | -0.04%-13.0pp | - |
| Employer contribution / active EE | $158 | $1,875-91.5% | $4,951-96.8% | - |
| Participant deferral / active EE | $1,442 | $2,485-42.0% | $5,637-74.4% | - |
| Admin fee / account holder | $2,197 | $36,394-94.0% | $14,673-85.0% | - |