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 | $2,833 | $90,519-96.9% | $93,789-97.0% | $134,475-97.9% |
| Participation rate | 77.3% | 82.0%-4.7pp | 81.0%-3.7pp | 81.2%-3.9pp |
| Annual return | -14.64% | -15.72%+1.1pp | -11.33%-3.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $0 | $4,343-100.0% | $4,323-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,679 | $5,978-71.9% | $6,094-72.4% | $6,400-73.8% |
| Admin fee / account holder | $573 | $9,252-93.8% | $7,195-92.0% | $11,426-95.0% |