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 | $4,604 | $133,958-96.6% | $112,228-95.9% | $134,475-96.6% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -3.98% | 47.11%-51.1pp | 27.45%-31.4pp | 417.96%-421.9pp |
| Employer contribution / active EE | $34 | $4,038-99.2% | $3,635-99.1% | $4,740-99.3% |
| Participant deferral / active EE | $185 | $5,291-96.5% | $4,728-96.1% | $6,400-97.1% |
| Admin fee / account holder | $3,708 | $7,489-50.5% | $6,410-42.2% | $11,426-67.6% |