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 6-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 | $1,384 | $159,602-99.1% | $150,045-99.1% | $142,382-99.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 18.30% | 70.24%-51.9pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $90 | $4,961-98.2% | $4,693-98.1% | $4,299-97.9% |
| Participant deferral / active EE | $90 | $8,310-98.9% | $7,997-98.9% | $6,507-98.6% |
| Admin fee / account holder | $14,805 | $14,846-0.3% | $13,435+10.2% | $12,624+17.3% |