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 5-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 | $6,824 | $59,107-88.5% | $86,436-92.1% | $68,494-90.0% |
| Participation rate | 75.8% | 75.2%+0.5pp | 80.3%-4.6pp | 67.9%+7.9pp |
| Annual return | -18.85% | -0.23%-18.6pp | 4394.89%-4413.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,625 | $5,901-55.5% | $6,952-62.2% | $4,027-34.8% |
| Admin fee / account holder | $423 | $5,637-92.5% | $6,731-93.7% | $5,403-92.2% |