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 | $16,820 | $180,449-90.7% | $154,107-89.1% | $135,375-87.6% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -8.67% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $921 | $6,035-84.7% | $5,298-82.6% | $4,779-80.7% |
| Participant deferral / active EE | $1,004 | $5,806-82.7% | $5,081-80.2% | $5,609-82.1% |
| Admin fee / account holder | $720 | $16,143-95.5% | $13,411-94.6% | $10,827-93.4% |