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 | $13,579 | $100,754-86.5% | $86,677-84.3% | $134,475-89.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.39% | 29.04%-43.4pp | 35.91%-50.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $471 | $3,489-86.5% | $2,836-83.4% | $4,740-90.1% |
| Participant deferral / active EE | $573 | $5,338-89.3% | $4,656-87.7% | $6,400-91.0% |
| Admin fee / account holder | $2,664 | $10,926-75.6% | $7,493-64.5% | $11,426-76.7% |