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 | $19,568 | $168,632-88.4% | $147,614-86.7% | $125,391-84.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.87% | 77.65%-78.5pp | 61.98%-62.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $435 | $6,252-93.0% | $5,564-92.2% | $4,866-91.1% |
| Participant deferral / active EE | $292 | $5,507-94.7% | $4,895-94.0% | $5,352-94.5% |
| Admin fee / account holder | $3,413 | $13,580-74.9% | $11,611-70.6% | $9,540-64.2% |