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 | $17,591 | $62,586-71.9% | $76,768-77.1% | $64,186-72.6% |
| Participation rate | 74.6% | 72.8%+1.8pp | 77.0%-2.4pp | 69.6%+5.0pp |
| Annual return | -6.02% | -1.95%-4.1pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $95 | $1,832-94.8% | $2,485-96.2% | $2,381-96.0% |
| Participant deferral / active EE | $974 | $3,145-69.0% | $3,852-74.7% | $3,470-71.9% |
| Admin fee / account holder | $401 | $4,667-91.4% | $6,675-94.0% | $4,888-91.8% |