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 4-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 | $14,634 | $154,117-90.5% | $129,995-88.7% | $139,434-89.5% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 9.94% | 32.48%-22.5pp | -137.18%+147.1pp | 372.94%-363.0pp |
| Employer contribution / active EE | $647 | $5,289-87.8% | $4,320-85.0% | $4,751-86.4% |
| Participant deferral / active EE | $975 | $6,710-85.5% | $5,820-83.2% | $6,710-85.5% |
| Admin fee / account holder | $25,412 | $14,007+81.4% | $10,614+139.4% | $11,403+122.9% |