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 6-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 | $4,797 | $168,632-97.2% | $147,614-96.8% | $125,391-96.2% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -1.36% | 77.65%-79.0pp | 61.98%-63.3pp | 282.22%-283.6pp |
| Employer contribution / active EE | $106 | $6,252-98.3% | $5,564-98.1% | $4,866-97.8% |
| Participant deferral / active EE | $317 | $5,507-94.2% | $4,895-93.5% | $5,352-94.1% |
| Admin fee / account holder | $3,435 | $13,580-74.7% | $11,611-70.4% | $9,540-64.0% |