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 | $7,963 | $59,107-86.5% | $86,436-90.8% | $68,494-88.4% |
| Participation rate | 78.1% | 75.2%+2.9pp | 80.3%-2.2pp | 67.9%+10.2pp |
| Annual return | -14.01% | -0.23%-13.8pp | 4394.89%-4408.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $308 | $5,901-94.8% | $6,952-95.6% | $4,027-92.4% |
| Admin fee / account holder | $1,405 | $5,637-75.1% | $6,731-79.1% | $5,403-74.0% |