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 5-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 | $4,647 | $83,902-94.5% | $167,512-97.2% | $84,808-94.5% |
| Participation rate | 71.7% | 66.5%+5.3pp | 77.1%-5.3pp | 68.3%+3.4pp |
| Annual return | 17.93% | 91.55%-73.6pp | 1615.79%-1597.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,328 | $4,442-70.1% | $6,405-79.3% | $4,212-68.5% |
| Admin fee / account holder | $340 | $7,915-95.7% | $9,769-96.5% | $7,344-95.4% |