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 | $3,872 | $73,004-94.7% | $90,749-95.7% | $68,494-94.3% |
| Participation rate | 76.5% | 70.8%+5.6pp | 75.7%+0.8pp | 67.9%+8.6pp |
| Annual return | -14.87% | -13.81%-1.1pp | -12.16%-2.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $310 | $2,193-85.9% | $2,921-89.4% | $2,596-88.1% |
| Participant deferral / active EE | $1,261 | $3,627-65.2% | $4,564-72.4% | $4,027-68.7% |
| Admin fee / account holder | $303 | $5,896-94.9% | $8,445-96.4% | $5,403-94.4% |