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 8-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 | $3,786 | $115,770-96.7% | $101,248-96.3% | $158,922-97.6% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 18.57% | 56.14%-37.6pp | 46.47%-27.9pp | 302.83%-284.3pp |
| Employer contribution / active EE | $629 | $4,175-84.9% | $3,660-82.8% | $4,761-86.8% |
| Participant deferral / active EE | $971 | $4,957-80.4% | $4,370-77.8% | $5,982-83.8% |
| Admin fee / account holder | $551 | $7,245-92.4% | $5,945-90.7% | $11,246-95.1% |