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 | $34,013 | $110,094-69.1% | $151,611-77.6% | $68,494-50.3% |
| Participation rate | 76.9% | 84.0%-7.0pp | 87.5%-10.6pp | 67.9%+9.0pp |
| Annual return | -16.38% | -10.12%-6.3pp | 3.33%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,302 | $4,471-70.9% | $6,166-78.9% | $2,596-49.9% |
| Participant deferral / active EE | $2,349 | $6,527-64.0% | $8,363-71.9% | $4,027-41.7% |
| Admin fee / account holder | $956 | $7,719-87.6% | $11,616-91.8% | $5,403-82.3% |