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 | $5,874 | $63,346-90.7% | $92,233-93.6% | $70,131-91.6% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 85.51% | 530.12%-444.6pp | 176.28%-90.8pp | 73.14%+12.4pp |
| Employer contribution / active EE | $444 | $2,471-82.0% | $3,679-87.9% | $2,342-81.1% |
| Participant deferral / active EE | $845 | $2,854-70.4% | $3,897-78.3% | $3,332-74.6% |
| Admin fee / account holder | $2,169 | $3,840-43.5% | $5,194-58.2% | $4,645-53.3% |