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 | $145,416 | $293,860-50.5% | $237,244-38.7% | $357,791-59.4% |
| Participation rate | 77.8% | 84.2%-6.4pp | 80.3%-2.5pp | 85.6%-7.8pp |
| Annual return | 14.13% | 4677.97%-4663.8pp | 4131.29%-4117.2pp | 396.79%-382.7pp |
| Employer contribution / active EE | $494 | $5,523-91.1% | $4,351-88.6% | $7,508-93.4% |
| Participant deferral / active EE | $2,486 | $4,397-43.5% | $4,056-38.7% | $5,521-55.0% |
| Admin fee / account holder | $3,461 | $21,223-83.7% | $18,030-80.8% | $28,387-87.8% |