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 | $9,017 | $59,107-84.7% | $86,436-89.6% | $68,494-86.8% |
| Participation rate | 92.0% | 75.2%+16.8pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -12.17% | -0.23%-11.9pp | 4394.89%-4407.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $243 | $2,519-90.3% | $3,769-93.5% | $2,596-90.6% |
| Participant deferral / active EE | $995 | $5,901-83.1% | $6,952-85.7% | $4,027-75.3% |
| Admin fee / account holder | $5,589 | $5,637-0.8% | $6,731-17.0% | $5,403+3.5% |