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 | $16,487 | $69,977-76.4% | $108,579-84.8% | $62,891-73.8% |
| Participation rate | 90.5% | 72.9%+17.6pp | 79.6%+10.9pp | 69.3%+21.2pp |
| Annual return | 6.96% | 10.73%-3.8pp | -51.70%+58.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $236 | $2,135-88.9% | $3,758-93.7% | $2,281-89.6% |
| Participant deferral / active EE | $712 | $3,165-77.5% | $4,311-83.5% | $3,203-77.8% |
| Admin fee / account holder | $723 | $5,076-85.8% | $7,645-90.5% | $4,296-83.2% |