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 | $1,564 | $77,813-98.0% | $123,544-98.7% | $64,186-97.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -0.43% | 12.48%-12.9pp | 119.20%-119.6pp | 7.63%-8.1pp |
| Employer contribution / active EE | $476 | $3,014-84.2% | $4,628-89.7% | $2,381-80.0% |
| Participant deferral / active EE | $297 | $5,240-94.3% | $6,426-95.4% | $3,470-91.4% |
| Admin fee / account holder | $460 | $5,519-91.7% | $9,284-95.0% | $4,888-90.6% |