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 | $14,581 | $135,635-89.2% | $110,238-86.8% | $135,375-89.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -6.10% | 513.19%-519.3pp | 314.74%-320.8pp | 519.73%-525.8pp |
| Employer contribution / active EE | $928 | $4,906-81.1% | $3,826-75.7% | $4,779-80.6% |
| Participant deferral / active EE | $1,031 | $5,506-81.3% | $4,672-77.9% | $5,609-81.6% |
| Admin fee / account holder | $7,459 | $11,457-34.9% | $8,547-12.7% | $10,827-31.1% |