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 7-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 | $7,388 | $73,004-89.9% | $90,749-91.9% | $68,494-89.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.91% | -13.81%-4.1pp | -12.16%-5.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2 | $2,193-99.9% | $2,921-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $1,119 | $3,627-69.1% | $4,564-75.5% | $4,027-72.2% |
| Admin fee / account holder | $315 | $5,896-94.7% | $8,445-96.3% | $5,403-94.2% |