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 | $9,401 | $180,449-94.8% | $154,107-93.9% | $135,375-93.1% |
| Participation rate | 91.3% | 87.4%+3.9pp | 83.0%+8.3pp | 82.6%+8.7pp |
| Annual return | -6.43% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.2pp |
| Employer contribution / active EE | $468 | $6,035-92.2% | $5,298-91.2% | $4,779-90.2% |
| Participant deferral / active EE | $1,100 | $5,806-81.1% | $5,081-78.4% | $5,609-80.4% |
| Admin fee / account holder | $1,778 | $16,143-89.0% | $13,411-86.7% | $10,827-83.6% |