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 | $29,154 | $94,529-69.2% | $140,016-79.2% | $64,186-54.6% |
| Participation rate | 89.6% | 84.1%+5.5pp | 87.5%+2.1pp | 69.6%+20.0pp |
| Annual return | -4.73% | 7.77%-12.5pp | 651.12%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $476 | $3,812-87.5% | $5,606-91.5% | $2,381-80.0% |
| Participant deferral / active EE | $1,748 | $5,250-66.7% | $6,927-74.8% | $3,470-49.6% |
| Admin fee / account holder | $5,178 | $6,741-23.2% | $10,705-51.6% | $4,888+5.9% |