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 | $8,679 | $167,307-94.8% | $143,757-94.0% | $134,475-93.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.04% | 0.46%-5.5pp | -0.04%-5.0pp | 417.96%-423.0pp |
| Employer contribution / active EE | $632 | $5,619-88.8% | $4,951-87.2% | $4,740-86.7% |
| Participant deferral / active EE | $2,036 | $6,446-68.4% | $5,637-63.9% | $6,400-68.2% |
| Admin fee / account holder | $1,705 | $18,088-90.6% | $14,673-88.4% | $11,426-85.1% |