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 | $6,821 | $74,879,922-100.0% | $40,145,923-100.0% | $273,961-97.5% |
| Participation rate | 82.4% | 74.1%+8.3pp | 68.4%+13.9pp | 83.0%-0.7pp |
| Annual return | 6.67% | 2.55%+4.1pp | 5.24%+1.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $213 | $2,962-92.8% | $2,591-91.8% | $5,287-96.0% |
| Admin fee / account holder | $667 | $3,725-82.1% | $2,903-77.0% | $10,132-93.4% |