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 | $27,109 | $160,055-83.1% | $140,016-80.6% | $135,375-80.0% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -8.49% | 911.38%-919.9pp | 651.12%-659.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $968 | $6,420-84.9% | $5,606-82.7% | $4,779-79.7% |
| Participant deferral / active EE | $2,038 | $7,642-73.3% | $6,927-70.6% | $5,609-63.7% |
| Admin fee / account holder | $2,121 | $13,328-84.1% | $10,705-80.2% | $10,827-80.4% |