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 3-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 | $579 | $74,888-99.2% | $71,209-99.2% | $142,382-99.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.58% | 345.14%-331.6pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $114 | $2,854-96.0% | $2,721-95.8% | $4,299-97.3% |
| Participant deferral / active EE | $246 | $4,454-94.5% | $4,175-94.1% | $6,507-96.2% |
| Admin fee / account holder | $408 | $5,568-92.7% | $5,349-92.4% | $12,624-96.8% |