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 | $10,989 | $87,540-87.4% | $75,781-85.5% | $125,391-91.2% |
| Participation rate | 78.3% | 80.2%-1.9pp | 75.8%+2.4pp | 83.2%-4.9pp |
| Annual return | -2.28% | 13.48%-15.8pp | 9.68%-12.0pp | 282.22%-284.5pp |
| Employer contribution / active EE | $454 | $3,930-88.5% | $3,323-86.3% | $4,866-90.7% |
| Participant deferral / active EE | $843 | $4,229-80.1% | $3,651-76.9% | $5,352-84.2% |
| Admin fee / account holder | $887 | $6,502-86.4% | $5,299-83.3% | $9,540-90.7% |