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 | $12,932 | $67,411-80.8% | $91,001-85.8% | $70,131-81.6% |
| Participation rate | 84.8% | 71.4%+13.5pp | 75.6%+9.2pp | 69.5%+15.3pp |
| Annual return | 13.53% | -40.16%+53.7pp | 4.60%+8.9pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $903 | $2,823-68.0% | $3,547-74.6% | $3,332-72.9% |
| Admin fee / account holder | $3,893 | $4,236-8.1% | $5,417-28.1% | $4,645-16.2% |