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 | $20,823 | $71,883-71.0% | $86,677-76.0% | $68,494-69.6% |
| Participation rate | 93.8% | 72.2%+21.5pp | 76.6%+17.2pp | 67.9%+25.9pp |
| Annual return | -10.16% | 3.52%-13.7pp | 35.91%-46.1pp | -7.84%-2.3pp |
| Employer contribution / active EE | -$296 | $2,173-113.6% | $2,836-110.4% | $2,596-111.4% |
| Participant deferral / active EE | $1,354 | $3,779-64.2% | $4,656-70.9% | $4,027-66.4% |
| Admin fee / account holder | $4,744 | $6,112-22.4% | $7,493-36.7% | $5,403-12.2% |