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 5-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 | $1,067 | $68,097-98.4% | $62,929-98.3% | $137,256-99.2% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 19.73% | 1859.11%-1839.4pp | 1063.93%-1044.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $756 | $4,553-83.4% | $3,888-80.6% | $6,407-88.2% |
| Admin fee / account holder | $1,071 | $6,521-83.6% | $5,065-78.9% | $12,270-91.3% |