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 | $22,988 | $227,611-89.9% | $115,037-80.0% | - |
| Participation rate | 100.0% | 70.4%+29.6pp | 81.4%+18.6pp | - |
| Annual return | -0.36% | -2.26%+1.9pp | 26.14%-26.5pp | - |
| Employer contribution / active EE | $963 | $2,567-62.5% | $4,608-79.1% | - |
| Participant deferral / active EE | $1,796 | $4,583-60.8% | $6,026-70.2% | - |
| Admin fee / account holder | $722 | $24,340-97.0% | $8,175-91.2% | - |