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 | $3,216 | $81,446-96.1% | $103,374-96.9% | $80,874-96.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.91% | 25.57%-14.7pp | 24.89%-14.0pp | 35.62%-24.7pp |
| Employer contribution / active EE | $673 | $3,107-78.3% | $3,869-82.6% | $2,756-75.6% |
| Participant deferral / active EE | $18 | $3,870-99.5% | $5,058-99.6% | $4,297-99.6% |
| Admin fee / account holder | $882 | $6,715-86.9% | $8,394-89.5% | $6,935-87.3% |