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 | $21,527 | $94,529-77.2% | $140,016-84.6% | $64,186-66.5% |
| Participation rate | 98.4% | 84.1%+14.3pp | 87.5%+10.9pp | 69.6%+28.8pp |
| Annual return | 0.54% | 7.77%-7.2pp | 651.12%-650.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $711 | $3,812-81.4% | $5,606-87.3% | $2,381-70.1% |
| Participant deferral / active EE | $1,270 | $5,250-75.8% | $6,927-81.7% | $3,470-63.4% |
| Admin fee / account holder | $2,147 | $6,741-68.2% | $10,705-79.9% | $4,888-56.1% |