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 | $7,037 | $54,350-87.1% | $82,719-91.5% | $68,494-89.7% |
| Participation rate | 87.7% | 63.9%+23.8pp | 72.6%+15.2pp | 67.9%+19.8pp |
| Annual return | -17.24% | -13.67%-3.6pp | 701.18%-718.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $793 | $3,246-75.6% | $4,395-82.0% | $4,027-80.3% |
| Admin fee / account holder | $650 | $4,395-85.2% | $5,329-87.8% | $5,403-88.0% |