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 3-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 | $13,616 | $111,491-87.8% | $189,513-92.8% | $86,799-84.3% |
| Participation rate | 81.0% | 87.3%-6.4pp | 87.8%-6.9pp | 72.3%+8.7pp |
| Annual return | 0.00% | 83.50%-83.5pp | 555.15%-555.2pp | 97.91%-97.9pp |
| Employer contribution / active EE | $884 | $3,951-77.6% | $6,162-85.7% | $2,405-63.3% |
| Participant deferral / active EE | $1,484 | $6,437-76.9% | $8,221-82.0% | $4,131-64.1% |
| Admin fee / account holder | $451 | $189+139.1% | $12,045-96.3% | $170+166.1% |