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 7-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 | $17,285 | $167,484-89.7% | $151,611-88.6% | $134,475-87.1% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -20.29% | 7.80%-28.1pp | 3.33%-23.6pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,277 | $6,829-81.3% | $6,166-79.3% | $4,740-73.1% |
| Participant deferral / active EE | $1,226 | $8,986-86.4% | $8,363-85.3% | $6,400-80.8% |
| Admin fee / account holder | $4,814 | $13,783-65.1% | $11,616-58.6% | $11,426-57.9% |