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 9-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 | $5,487 | $105,860-94.8% | $90,749-94.0% | $134,475-95.9% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -15.28% | -11.01%-4.3pp | -12.16%-3.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | -$8 | $3,462-100.2% | $2,921-100.3% | $4,740-100.2% |
| Participant deferral / active EE | $124 | $5,216-97.6% | $4,564-97.3% | $6,400-98.1% |
| Admin fee / account holder | $1,034 | $13,938-92.6% | $8,445-87.8% | $11,426-90.9% |