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 6-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 | $782 | $93,024-99.2% | $77,024-99.0% | $134,475-99.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -14.01% | 62.60%-76.6pp | 42.32%-56.3pp | 417.96%-432.0pp |
| Employer contribution / active EE | $323 | $3,418-90.5% | $2,812-88.5% | $4,740-93.2% |
| Participant deferral / active EE | $519 | $5,238-90.1% | $4,426-88.3% | $6,400-91.9% |
| Admin fee / account holder | $348 | $6,944-95.0% | $5,425-93.6% | $11,426-97.0% |