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 | $13,365 | $56,199-76.2% | $67,652-80.2% | $59,632-77.6% |
| Participation rate | 71.4% | 71.5%0pp | 75.7%-4.2pp | 68.7%+2.8pp |
| Annual return | -1.38% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $256 | $1,614-84.2% | $2,266-88.7% | $2,203-88.4% |
| Participant deferral / active EE | $989 | $2,844-65.2% | $3,560-72.2% | $3,192-69.0% |
| Admin fee / account holder | $5,786 | $3,958+46.2% | $4,821+20.0% | $4,297+34.7% |