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 | $11,422 | $95,971-88.1% | $74,550-84.7% | $135,375-91.6% |
| Participation rate | 78.3% | 75.7%+2.6pp | 69.1%+9.1pp | 82.6%-4.4pp |
| Annual return | -1.83% | 56.96%-58.8pp | 32.53%-34.4pp | 519.73%-521.6pp |
| Employer contribution / active EE | $91 | $2,716-96.6% | $1,961-95.3% | $4,779-98.1% |
| Participant deferral / active EE | $651 | $3,843-83.1% | $3,108-79.1% | $5,609-88.4% |
| Admin fee / account holder | $14,602 | $6,522+123.9% | $5,060+188.6% | $10,827+34.9% |