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 | $18,678 | $138,065-86.5% | $123,544-84.9% | $135,375-86.2% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -6.26% | 153.68%-159.9pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $669 | $5,151-87.0% | $4,628-85.5% | $4,779-86.0% |
| Participant deferral / active EE | $948 | $6,799-86.1% | $6,426-85.3% | $5,609-83.1% |
| Admin fee / account holder | $2,269 | $10,916-79.2% | $9,284-75.6% | $10,827-79.0% |