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 9-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 | $11,316 | $135,952-91.7% | $123,892-90.9% | $273,961-95.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.38% | 56.63%-49.3pp | 47.52%-40.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $795 | $5,170-84.6% | $4,617-82.8% | $4,869-83.7% |
| Participant deferral / active EE | $1,449 | $6,343-77.2% | $5,984-75.8% | $5,287-72.6% |
| Admin fee / account holder | $1,459 | $9,817-85.1% | $8,357-82.5% | $10,132-85.6% |