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 10-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 | $27,750 | $297,529-90.7% | $246,525-88.7% | $357,791-92.2% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 14.25% | -2.25%+16.5pp | 0.46%+13.8pp | 396.79%-382.5pp |
| Employer contribution / active EE | $305 | $8,709-96.5% | $7,467-95.9% | $7,508-95.9% |
| Participant deferral / active EE | $1,356 | $6,076-77.7% | $5,422-75.0% | $5,521-75.4% |
| Admin fee / account holder | $1,741 | $16,212-89.3% | $16,551-89.5% | $28,387-93.9% |