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 | $34,892 | $244,740-85.7% | $206,214-83.1% | $357,791-90.2% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.4%-10.9pp | 85.6%-14.2pp |
| Annual return | 6.53% | -3.72%+10.3pp | -1.60%+8.1pp | 396.79%-390.3pp |
| Employer contribution / active EE | $1,520 | $7,019-78.3% | $5,967-74.5% | $7,508-79.7% |
| Participant deferral / active EE | $4,340 | $4,983-12.9% | $4,649-6.6% | $5,521-21.4% |
| Admin fee / account holder | $67,205 | $15,419+335.8% | $13,671+391.6% | $28,387+136.7% |