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 | $3,011 | $102,317-97.1% | $146,958-98.0% | $80,856-96.3% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.2%+4.1pp | 67.6%+18.6pp |
| Annual return | 29.27% | 134.76%-105.5pp | 418.34%-389.1pp | 35.59%-6.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,313 | $6,644-80.2% | $8,070-83.7% | $4,296-69.4% |
| Admin fee / account holder | $1,486 | $7,941-81.3% | $12,998-88.6% | $6,918-78.5% |