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 | $15,491 | $160,055-90.3% | $140,016-88.9% | $135,375-88.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -3.58% | 911.38%-915.0pp | 651.12%-654.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $537 | $6,420-91.6% | $5,606-90.4% | $4,779-88.8% |
| Participant deferral / active EE | $1,300 | $7,642-83.0% | $6,927-81.2% | $5,609-76.8% |
| Admin fee / account holder | $16,505 | $13,328+23.8% | $10,705+54.2% | $10,827+52.4% |