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 | $6,270 | $147,167-95.7% | $111,392-94.4% | $135,375-95.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 3.35% | -4.44%+7.8pp | -2.06%+5.4pp | 519.73%-516.4pp |
| Employer contribution / active EE | $1,081 | $5,204-79.2% | $4,328-75.0% | $4,779-77.4% |
| Participant deferral / active EE | $1,523 | $6,565-76.8% | $5,567-72.7% | $5,609-72.9% |
| Admin fee / account holder | $26,769 | $20,270+32.1% | $12,266+118.2% | $10,827+147.2% |