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 | $4,204 | $56,110-92.5% | $94,993-95.6% | $70,131-94.0% |
| Participation rate | 73.3% | 65.0%+8.3pp | 73.9%-0.6pp | 69.5%+3.8pp |
| Annual return | 16.38% | 51.02%-34.6pp | 27.12%-10.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $316 | $2,391-86.8% | $3,317-90.5% | $3,332-90.5% |
| Admin fee / account holder | $496 | $3,456-85.7% | $4,960-90.0% | $4,645-89.3% |