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 | $14,060 | $105,998-86.7% | $92,233-84.8% | $147,584-90.5% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 13.03% | 50.05%-37.0pp | 176.28%-163.3pp | 578.55%-565.5pp |
| Employer contribution / active EE | $606 | $4,333-86.0% | $3,679-83.5% | $4,876-87.6% |
| Participant deferral / active EE | $896 | $4,478-80.0% | $3,897-77.0% | $5,439-83.5% |
| Admin fee / account holder | $4,903 | $6,332-22.6% | $5,194-5.6% | $10,885-55.0% |