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 10-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 | $132,441 | $247,971-46.6% | $209,012-36.6% | $357,791-63.0% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.5%+5.8pp | 85.6%-2.3pp |
| Annual return | 19.09% | -1.22%+20.3pp | 0.31%+18.8pp | 396.79%-377.7pp |
| Employer contribution / active EE | $725 | $6,238-88.4% | $5,342-86.4% | $7,508-90.3% |
| Participant deferral / active EE | $3,898 | $5,526-29.5% | $4,752-18.0% | $5,521-29.4% |
| Admin fee / account holder | $1,251 | $40,320-96.9% | $31,136-96.0% | $28,387-95.6% |