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 3-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 | $5,532 | $126,574-95.6% | $106,213-94.8% | $145,922-96.2% |
| Participation rate | 78.6% | 77.6%+0.9pp | 75.3%+3.3pp | 80.3%-1.7pp |
| Annual return | 11.24% | 224.79%-213.5pp | 116.14%-104.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $104 | $3,730-97.2% | $3,171-96.7% | $4,660-97.8% |
| Participant deferral / active EE | $104 | $5,724-98.2% | $5,016-97.9% | $6,688-98.4% |
| Admin fee / account holder | $1,231 | $17,304-92.9% | $11,033-88.8% | $13,397-90.8% |