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 | $9,726 | $45,566-78.7% | $64,105-84.8% | $59,632-83.7% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 23.74% | 4.95%+18.8pp | 791.24%-767.5pp | 2041.28%-2017.5pp |
| Employer contribution / active EE | $43 | $934-95.4% | $1,820-97.6% | $2,203-98.1% |
| Participant deferral / active EE | $859 | $2,057-58.2% | $2,822-69.5% | $3,192-73.1% |
| Admin fee / account holder | $610 | $3,268-81.3% | $4,499-86.5% | $4,297-85.8% |