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 | $22,740 | $110,094-79.3% | $151,611-85.0% | $68,494-66.8% |
| Participation rate | 97.4% | 84.0%+13.4pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -7.86% | -10.12%+2.3pp | 3.33%-11.2pp | -7.84%0pp |
| Employer contribution / active EE | $1,342 | $4,471-70.0% | $6,166-78.2% | $2,596-48.3% |
| Participant deferral / active EE | $2,615 | $6,527-59.9% | $8,363-68.7% | $4,027-35.1% |
| Admin fee / account holder | $1,947 | $7,719-74.8% | $11,616-83.2% | $5,403-64.0% |