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 | $8,638 | $56,199-84.6% | $67,652-87.2% | $59,632-85.5% |
| Participation rate | 93.8% | 71.5%+22.3pp | 75.7%+18.1pp | 68.7%+25.1pp |
| Annual return | -0.46% | 18505.31%-18505.8pp | 6625.04%-6625.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $8 | $1,614-99.5% | $2,266-99.6% | $2,203-99.6% |
| Participant deferral / active EE | $82 | $2,844-97.1% | $3,560-97.7% | $3,192-97.4% |
| Admin fee / account holder | $403 | $3,958-89.8% | $4,821-91.6% | $4,297-90.6% |