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 9-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 | $9,864 | $52,903-81.4% | $73,307-86.5% | $59,632-83.5% |
| Participation rate | 74.5% | 68.2%+6.3pp | 74.9%-0.4pp | 68.7%+5.9pp |
| Annual return | -0.08% | 12.20%-12.3pp | 5.67%-5.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $161 | $1,909-91.5% | $3,237-95.0% | $2,203-92.7% |
| Participant deferral / active EE | $859 | $4,069-78.9% | $4,991-82.8% | $3,192-73.1% |
| Admin fee / account holder | $2,343 | $3,834-38.9% | $5,637-58.4% | $4,297-45.5% |