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 | $1,657 | $159,602-99.0% | $150,045-98.9% | $142,382-98.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 17.62% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $616 | $4,961-87.6% | $4,693-86.9% | $4,299-85.7% |
| Participant deferral / active EE | $962 | $8,310-88.4% | $7,997-88.0% | $6,507-85.2% |
| Admin fee / account holder | $345 | $14,846-97.7% | $13,435-97.4% | $12,624-97.3% |