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 | $23,416 | $94,529-75.2% | $140,016-83.3% | $64,186-63.5% |
| Participation rate | 97.6% | 84.1%+13.5pp | 87.5%+10.1pp | 69.6%+28.0pp |
| Annual return | 9.50% | 7.77%+1.7pp | 651.12%-641.6pp | 7.63%+1.9pp |
| Employer contribution / active EE | $696 | $3,812-81.7% | $5,606-87.6% | $2,381-70.8% |
| Participant deferral / active EE | $703 | $5,250-86.6% | $6,927-89.8% | $3,470-79.7% |
| Admin fee / account holder | $2,512 | $6,741-62.7% | $10,705-76.5% | $4,888-48.6% |