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 10-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 | $1,602 | $83,337-98.1% | $67,834-97.6% | $273,961-99.4% |
| Participation rate | 92.9% | 76.4%+16.4pp | 68.8%+24.1pp | 83.0%+9.8pp |
| Annual return | 4.14% | 259.45%-255.3pp | 138.47%-134.3pp | 41.45%-37.3pp |
| Employer contribution / active EE | $41 | $3,287-98.8% | $2,403-98.3% | $4,869-99.2% |
| Participant deferral / active EE | $244 | $4,088-94.0% | $3,160-92.3% | $5,287-95.4% |
| Admin fee / account holder | $437 | $6,752-93.5% | $4,622-90.6% | $10,132-95.7% |