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 9-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 | $4,103 | $190,805-97.8% | $159,960-97.4% | $134,475-96.9% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -17.09% | 552.23%-569.3pp | 408.60%-425.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $47 | $4,995-99.1% | $4,226-98.9% | $4,740-99.0% |
| Participant deferral / active EE | $78 | $6,923-98.9% | $6,182-98.7% | $6,400-98.8% |
| Admin fee / account holder | $1,756 | $10,471-83.2% | $8,698-79.8% | $11,426-84.6% |