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 | $16,625 | $131,829-87.4% | $108,579-84.7% | $273,961-93.9% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 4.06% | -91.57%+95.6pp | -51.70%+55.8pp | 41.45%-37.4pp |
| Employer contribution / active EE | $791 | $4,912-83.9% | $3,758-78.9% | $4,869-83.7% |
| Participant deferral / active EE | $1,044 | $5,127-79.6% | $4,311-75.8% | $5,287-80.2% |
| Admin fee / account holder | $2,862 | $10,252-72.1% | $7,645-62.6% | $10,132-71.7% |