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 | $20,653 | $94,529-78.2% | $140,016-85.2% | $64,186-67.8% |
| Participation rate | 76.0% | 84.1%-8.1pp | 87.5%-11.5pp | 69.6%+6.4pp |
| Annual return | -3.19% | 7.77%-11.0pp | 651.12%-654.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | -$44 | $3,812-101.1% | $5,606-100.8% | $2,381-101.8% |
| Participant deferral / active EE | $1,906 | $5,250-63.7% | $6,927-72.5% | $3,470-45.1% |
| Admin fee / account holder | $4,315 | $6,741-36.0% | $10,705-59.7% | $4,888-11.7% |