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 | $24,574 | $160,055-84.6% | $140,016-82.4% | $135,375-81.8% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -8.42% | 911.38%-919.8pp | 651.12%-659.5pp | 519.73%-528.2pp |
| Employer contribution / active EE | $438 | $6,420-93.2% | $5,606-92.2% | $4,779-90.8% |
| Participant deferral / active EE | $1,911 | $7,642-75.0% | $6,927-72.4% | $5,609-65.9% |
| Admin fee / account holder | $5,382 | $13,328-59.6% | $10,705-49.7% | $10,827-50.3% |