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 | $11,047 | $82,664-86.6% | $125,339-91.2% | $68,494-83.9% |
| Participation rate | 73.9% | 75.0%-1.1pp | 82.4%-8.5pp | 67.9%+6.0pp |
| Annual return | -15.67% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $492 | $3,381-85.4% | $4,814-89.8% | $2,596-81.0% |
| Participant deferral / active EE | $584 | $6,110-90.4% | $7,446-92.2% | $4,027-85.5% |
| Admin fee / account holder | $1,624 | $6,275-74.1% | $10,010-83.8% | $5,403-69.9% |