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 | $24,142 | $103,031-76.6% | $78,805-69.4% | $357,791-93.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 73.6%+26.4pp | 85.6%+14.4pp |
| Annual return | 9.51% | -11.97%+21.5pp | -2.71%+12.2pp | 396.79%-387.3pp |
| Employer contribution / active EE | $1,457 | $6,909-78.9% | $4,059-64.1% | $7,508-80.6% |
| Participant deferral / active EE | $5,522 | $5,060+9.1% | $3,584+54.1% | $5,5210% |
| Admin fee / account holder | $24,019 | $5,883+308.3% | $5,677+323.1% | $28,387-15.4% |