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 | $23,716 | $160,055-85.2% | $140,016-83.1% | $135,375-82.5% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.5%+6.9pp | 82.6%+11.8pp |
| Annual return | -2.59% | 911.38%-914.0pp | 651.12%-653.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $220 | $6,420-96.6% | $5,606-96.1% | $4,779-95.4% |
| Participant deferral / active EE | $1,100 | $7,642-85.6% | $6,927-84.1% | $5,609-80.4% |
| Admin fee / account holder | $3,367 | $13,328-74.7% | $10,705-68.6% | $10,827-68.9% |