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 | $1,571 | $148,978-98.9% | $200,582-99.2% | $84,808-98.1% |
| Participation rate | 73.1% | 84.2%-11.2pp | 86.9%-13.8pp | 68.3%+4.8pp |
| Annual return | 18.42% | 28.16%-9.7pp | 42.33%-23.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $359 | $4,815-92.5% | $6,419-94.4% | $2,631-86.4% |
| Participant deferral / active EE | $882 | $7,142-87.7% | $9,331-90.5% | $4,212-79.1% |
| Admin fee / account holder | $352 | $13,977-97.5% | $16,305-97.8% | $7,344-95.2% |