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 9-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 | $2,945 | $107,334-97.3% | $92,893-96.8% | $152,861-98.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.84% | 145.58%-126.7pp | 109.41%-90.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $379 | $4,221-91.0% | $3,653-89.6% | $4,762-92.0% |
| Participant deferral / active EE | $605 | $4,845-87.5% | $4,236-85.7% | $5,850-89.7% |
| Admin fee / account holder | $1,768 | $7,079-75.0% | $5,794-69.5% | $11,596-84.8% |