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 | $9,122 | $56,357-83.8% | $104,294-91.3% | $68,494-86.7% |
| Participation rate | 91.3% | 63.3%+28.1pp | 73.3%+18.0pp | 67.9%+23.4pp |
| Annual return | 69.03% | -9.19%+78.2pp | 24.61%+44.4pp | -7.84%+76.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $137 | $3,077-95.5% | $4,625-97.0% | $4,027-96.6% |
| Admin fee / account holder | $373 | $4,903-92.4% | $7,339-94.9% | $5,403-93.1% |