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 7-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 | $1,606 | $87,705-98.2% | $63,517-97.5% | $125,391-98.7% |
| Participation rate | 80.0% | 77.0%+3.0pp | 71.0%+9.0pp | 83.2%-3.2pp |
| Annual return | -2.04% | 21.70%-23.7pp | -70.30%+68.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $747 | $3,939-81.0% | $2,953-74.7% | $5,352-86.0% |
| Admin fee / account holder | $937 | $11,948-92.2% | $5,892-84.1% | $9,540-90.2% |