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 6-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 | $21,252 | $110,094-80.7% | $151,611-86.0% | $68,494-69.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 2.12% | -10.12%+12.2pp | 3.33%-1.2pp | -7.84%+10.0pp |
| Employer contribution / active EE | $33 | $4,471-99.3% | $6,166-99.5% | $2,596-98.7% |
| Participant deferral / active EE | $1,710 | $6,527-73.8% | $8,363-79.6% | $4,027-57.5% |
| Admin fee / account holder | $364 | $7,719-95.3% | $11,616-96.9% | $5,403-93.3% |