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 | $6,346 | $105,998-94.0% | $92,233-93.1% | $147,584-95.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 12.50% | 50.05%-37.5pp | 176.28%-163.8pp | 578.55%-566.0pp |
| Employer contribution / active EE | $93 | $4,333-97.8% | $3,679-97.5% | $4,876-98.1% |
| Participant deferral / active EE | $218 | $4,478-95.1% | $3,897-94.4% | $5,439-96.0% |
| Admin fee / account holder | $1,070 | $6,332-83.1% | $5,194-79.4% | $10,885-90.2% |