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 4-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 | $15,473 | $217,402-92.9% | $185,823-91.7% | $167,490-90.8% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $674 | $5,873-88.5% | $5,167-86.9% | $4,837-86.1% |
| Participant deferral / active EE | $1,146 | $6,356-82.0% | $5,568-79.4% | $6,341-81.9% |
| Admin fee / account holder | $338 | $19,811-98.3% | $16,237-97.9% | $12,309-97.3% |