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 | $49,629 | $270,507-81.7% | $603,211-91.8% | $270,507-81.7% |
| Participation rate | 100.0% | 93.5%+6.5pp | 100.0%0pp | 93.5%+6.5pp |
| Annual return | 9.09% | -4.71%+13.8pp | 1.28%+7.8pp | -4.71%+13.8pp |
| Employer contribution / active EE | $1,209 | $25,782-95.3% | $17,203-93.0% | $25,782-95.3% |
| Participant deferral / active EE | $0 | $5,950-100.0% | $9,661-100.0% | $5,950-100.0% |
| Admin fee / account holder | $2,845 | $10,647-73.3% | $27,484-89.6% | $10,647-73.3% |