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 7-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 | $18,864 | $117,841-84.0% | $102,423-81.6% | $145,922-87.1% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 15.10% | 31.65%-16.5pp | 29.32%-14.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $844 | $3,615-76.6% | $3,023-72.1% | $4,660-81.9% |
| Participant deferral / active EE | $1,116 | $5,731-80.5% | $5,053-77.9% | $6,688-83.3% |
| Admin fee / account holder | $102,960 | $13,326+672.6% | $9,451+989.4% | $13,397+668.5% |