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 5-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 | $6,733 | $179,726-96.3% | $156,263-95.7% | $142,382-95.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.11% | 77.86%-61.7pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $755 | $5,069-85.1% | $4,333-82.6% | $4,299-82.4% |
| Participant deferral / active EE | $1,256 | $6,956-81.9% | $6,158-79.6% | $6,507-80.7% |
| Admin fee / account holder | $5,483 | $17,272-68.3% | $14,255-61.5% | $12,624-56.6% |