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 | $13,251 | $56,357-76.5% | $104,294-87.3% | $68,494-80.7% |
| Participation rate | 70.6% | 63.3%+7.3pp | 73.3%-2.7pp | 67.9%+2.7pp |
| Annual return | -4.74% | -9.19%+4.4pp | 24.61%-29.4pp | -7.84%+3.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $609 | $3,077-80.2% | $4,625-86.8% | $4,027-84.9% |
| Admin fee / account holder | $857 | $4,903-82.5% | $7,339-88.3% | $5,403-84.1% |