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 6-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 | $11,177 | $180,449-93.8% | $154,107-92.7% | $135,375-91.7% |
| Participation rate | 81.0% | 87.4%-6.5pp | 83.0%-2.1pp | 82.6%-1.7pp |
| Annual return | -5.02% | 888.09%-893.1pp | 735.12%-740.1pp | 519.73%-524.8pp |
| Employer contribution / active EE | $476 | $6,035-92.1% | $5,298-91.0% | $4,779-90.0% |
| Participant deferral / active EE | $711 | $5,806-87.8% | $5,081-86.0% | $5,609-87.3% |
| Admin fee / account holder | $524 | $16,143-96.8% | $13,411-96.1% | $10,827-95.2% |