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 | $11,109 | $174,276-93.6% | $141,084-92.1% | $357,791-96.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 63.5%+36.5pp | 85.6%+14.4pp |
| Annual return | 9.93% | -44.02%+54.0pp | -42.88%+52.8pp | 396.79%-386.9pp |
| Employer contribution / active EE | $462 | $2,343-80.3% | $2,224-79.2% | $7,508-93.8% |
| Participant deferral / active EE | $1,281 | $1,552-17.4% | $1,670-23.3% | $5,521-76.8% |
| Admin fee / account holder | $8,394 | $2,451+242.5% | $3,020+177.9% | $28,387-70.4% |