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 | $6,702 | $76,000-91.2% | $154,107-95.7% | $64,186-89.6% |
| Participation rate | 95.1% | 70.4%+24.7pp | 83.0%+12.0pp | 69.6%+25.5pp |
| Annual return | -3.26% | 30.32%-33.6pp | 735.12%-738.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $198 | $3,351-94.1% | $5,298-96.3% | $2,381-91.7% |
| Participant deferral / active EE | $689 | $3,175-78.3% | $5,081-86.4% | $3,470-80.1% |
| Admin fee / account holder | $509 | $5,596-90.9% | $13,411-96.2% | $4,888-89.6% |