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 | $13,546 | $197,591-93.1% | $177,821-92.4% | $158,922-91.5% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.7%-10.8pp | 82.0%-5.0pp |
| Annual return | 13.78% | 58.76%-45.0pp | 48.32%-34.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,370 | $6,697-79.5% | $5,918-76.8% | $4,761-71.2% |
| Participant deferral / active EE | $1,413 | $8,405-83.2% | $7,714-81.7% | $5,982-76.4% |
| Admin fee / account holder | $1,324 | $15,399-91.4% | $12,427-89.3% | $11,246-88.2% |