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 | $8,761 | $131,829-93.4% | $108,579-91.9% | $273,961-96.8% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 9.12% | -91.57%+100.7pp | -51.70%+60.8pp | 41.45%-32.3pp |
| Employer contribution / active EE | $444 | $4,912-91.0% | $3,758-88.2% | $4,869-90.9% |
| Participant deferral / active EE | $996 | $5,127-80.6% | $4,311-76.9% | $5,287-81.2% |
| Admin fee / account holder | $1,731 | $10,252-83.1% | $7,645-77.4% | $10,132-82.9% |