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 | $6,678 | $85,202-92.2% | $172,739-96.1% | $72,985-90.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.77% | 27.32%-9.6pp | 802.84%-785.1pp | 81.00%-63.2pp |
| Employer contribution / active EE | $47 | $3,324-98.6% | $5,143-99.1% | $2,440-98.1% |
| Participant deferral / active EE | $150 | $3,260-95.4% | $5,198-97.1% | $3,607-95.8% |
| Admin fee / account holder | $1,854 | $5,884-68.5% | $13,954-86.7% | $5,124-63.8% |