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 8-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 | $2,411 | $92,703-97.4% | $82,719-97.1% | $134,475-98.2% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -19.17% | 944.92%-964.1pp | 701.18%-720.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $258 | $3,274-92.1% | $3,009-91.4% | $4,740-94.6% |
| Participant deferral / active EE | $868 | $4,802-81.9% | $4,395-80.2% | $6,400-86.4% |
| Admin fee / account holder | $358 | $5,983-94.0% | $5,329-93.3% | $11,426-96.9% |