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 | $15,502 | $56,199-72.4% | $67,652-77.1% | $59,632-74.0% |
| Participation rate | 70.7% | 71.5%-0.7pp | 75.7%-4.9pp | 68.7%+2.1pp |
| Annual return | 0.35% | 18505.31%-18505.0pp | 6625.04%-6624.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $266 | $1,614-83.5% | $2,266-88.3% | $2,203-87.9% |
| Participant deferral / active EE | $1,189 | $2,844-58.2% | $3,560-66.6% | $3,192-62.7% |
| Admin fee / account holder | $385 | $3,958-90.3% | $4,821-92.0% | $4,297-91.0% |