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 | $8,964 | $79,944-88.8% | $98,439-90.9% | $75,163-88.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 15.66% | 19.75%-4.1pp | 21.16%-5.5pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2 | $2,264-99.9% | $3,048-99.9% | $2,670-99.9% |
| Participant deferral / active EE | $887 | $3,752-76.4% | $4,738-81.3% | $4,125-78.5% |
| Admin fee / account holder | $571 | $6,840-91.7% | $8,948-93.6% | $5,651-89.9% |