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 | $12,874 | $135,635-90.5% | $110,238-88.3% | $135,375-90.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.71% | 513.19%-514.9pp | 314.74%-316.4pp | 519.73%-521.4pp |
| Employer contribution / active EE | $289 | $4,906-94.1% | $3,826-92.4% | $4,779-94.0% |
| Participant deferral / active EE | $578 | $5,506-89.5% | $4,672-87.6% | $5,609-89.7% |
| Admin fee / account holder | $25,561 | $11,457+123.1% | $8,547+199.1% | $10,827+136.1% |