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 5-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 | $7,952 | $111,814-92.9% | $103,374-92.3% | $145,959-94.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.07% | 24.77%-10.7pp | 24.89%-10.8pp | 561.95%-547.9pp |
| Employer contribution / active EE | $63 | $4,214-98.5% | $3,869-98.4% | $4,661-98.6% |
| Participant deferral / active EE | $189 | $5,618-96.6% | $5,058-96.3% | $6,689-97.2% |
| Admin fee / account holder | $1,410 | $9,754-85.5% | $8,394-83.2% | $13,398-89.5% |