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 | $17,551 | $131,829-86.7% | $108,579-83.8% | $273,961-93.6% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 4.15% | -91.57%+95.7pp | -51.70%+55.8pp | 41.45%-37.3pp |
| Employer contribution / active EE | $88 | $4,912-98.2% | $3,758-97.7% | $4,869-98.2% |
| Participant deferral / active EE | $556 | $5,127-89.2% | $4,311-87.1% | $5,287-89.5% |
| Admin fee / account holder | $487 | $10,252-95.2% | $7,645-93.6% | $10,132-95.2% |