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 3-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 | $17,893 | $109,881-83.7% | $150,045-88.1% | $84,808-78.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 31.68% | 28.25%+3.4pp | 62.55%-30.9pp | 40.90%-9.2pp |
| Employer contribution / active EE | $213 | $3,561-94.0% | $4,693-95.5% | $2,631-91.9% |
| Participant deferral / active EE | $1,409 | $6,636-78.8% | $7,997-82.4% | $4,212-66.5% |
| Admin fee / account holder | $1,250 | $8,568-85.4% | $13,435-90.7% | $7,344-83.0% |