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 | $21,162 | $167,484-87.4% | $151,611-86.0% | $134,475-84.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.25% | 7.80%-10.0pp | 3.33%-5.6pp | 417.96%-420.2pp |
| Employer contribution / active EE | $778 | $6,829-88.6% | $6,166-87.4% | $4,740-83.6% |
| Participant deferral / active EE | $1,295 | $8,986-85.6% | $8,363-84.5% | $6,400-79.8% |
| Admin fee / account holder | $1,638 | $13,783-88.1% | $11,616-85.9% | $11,426-85.7% |