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 | $7,754 | $113,935-93.2% | $94,224-91.8% | $125,391-93.8% |
| Participation rate | 87.0% | 82.9%+4.1pp | 78.8%+8.2pp | 83.2%+3.8pp |
| Annual return | -1.62% | 5.29%-6.9pp | 10.68%-12.3pp | 282.22%-283.8pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $955 | $5,179-81.6% | $4,320-77.9% | $5,352-82.2% |
| Admin fee / account holder | $3,026 | $8,391-63.9% | $6,269-51.7% | $9,540-68.3% |