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 9-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 | $8,652 | $63,924-86.5% | $108,579-92.0% | $55,167-84.3% |
| Participation rate | 93.2% | 74.3%+18.8pp | 79.6%+13.6pp | 69.0%+24.2pp |
| Annual return | 6.46% | 15.31%-8.8pp | -51.70%+58.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $293 | $1,879-84.4% | $3,758-92.2% | $1,963-85.1% |
| Participant deferral / active EE | $1,033 | $3,067-66.3% | $4,311-76.0% | $3,054-66.2% |
| Admin fee / account holder | $3,198 | $618+417.7% | $7,645-58.2% | $504+534.6% |