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 | $2,091 | $60,892-96.6% | $82,389-97.5% | $84,808-97.5% |
| Participation rate | 90.8% | 63.3%+27.5pp | 69.5%+21.2pp | 68.3%+22.5pp |
| Annual return | 15.34% | 37.29%-21.9pp | 28.67%-13.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $202 | $3,179-93.7% | $4,155-95.1% | $4,212-95.2% |
| Admin fee / account holder | $594 | $5,467-89.1% | $7,231-91.8% | $7,344-91.9% |