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 9-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 | $9,644 | $82,630-88.3% | $64,105-85.0% | $125,391-92.3% |
| Participation rate | 73.9% | 75.9%-1.9pp | 68.2%+5.7pp | 83.2%-9.3pp |
| Annual return | -1.07% | 1489.72%-1490.8pp | 791.24%-792.3pp | 282.22%-283.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $563 | $3,608-84.4% | $2,822-80.0% | $5,352-89.5% |
| Admin fee / account holder | $1,021 | $6,382-84.0% | $4,499-77.3% | $9,540-89.3% |