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 | $13,544 | $77,314-82.5% | $177,989-92.4% | $80,856-83.2% |
| Participation rate | 87.9% | 65.7%+22.2pp | 77.1%+10.8pp | 67.6%+20.3pp |
| Annual return | 11.22% | 18.09%-6.9pp | 294.48%-283.3pp | 35.59%-24.4pp |
| Employer contribution / active EE | $172 | $2,292-92.5% | $3,949-95.7% | $2,755-93.8% |
| Participant deferral / active EE | $1,097 | $4,411-75.1% | $6,276-82.5% | $4,296-74.5% |
| Admin fee / account holder | $569 | $7,191-92.1% | $10,363-94.5% | $6,918-91.8% |