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 8-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 | $8,082 | $167,307-95.2% | $143,757-94.4% | $134,475-94.0% |
| Participation rate | 70.8% | 84.8%-14.0pp | 80.3%-9.5pp | 81.2%-10.4pp |
| Annual return | -17.32% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $152 | $5,619-97.3% | $4,951-96.9% | $4,740-96.8% |
| Participant deferral / active EE | $1,122 | $6,446-82.6% | $5,637-80.1% | $6,400-82.5% |
| Admin fee / account holder | $2,997 | $18,088-83.4% | $14,673-79.6% | $11,426-73.8% |