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 | $25,043 | $202,318-87.6% | $172,739-85.5% | $152,861-83.6% |
| Participation rate | 76.5% | 87.1%-10.6pp | 82.6%-6.2pp | 82.4%-6.0pp |
| Annual return | 19.86% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $978 | $5,856-83.3% | $5,143-81.0% | $4,762-79.5% |
| Participant deferral / active EE | $1,537 | $5,948-74.2% | $5,198-70.4% | $5,850-73.7% |
| Admin fee / account holder | $3,053 | $17,109-82.2% | $13,954-78.1% | $11,596-73.7% |