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 8-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 | $1,218 | $96,635-98.7% | $86,612-98.6% | $139,434-99.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.29% | 106.41%-94.1pp | 591.07%-578.8pp | 372.94%-360.7pp |
| Employer contribution / active EE | $128 | $3,263-96.1% | $3,022-95.8% | $4,751-97.3% |
| Participant deferral / active EE | $741 | $4,836-84.7% | $4,438-83.3% | $6,710-89.0% |
| Admin fee / account holder | $341 | $6,408-94.7% | $5,614-93.9% | $11,403-97.0% |