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 | $21,010 | $135,952-84.5% | $123,892-83.0% | $273,961-92.3% |
| Participation rate | 76.5% | 84.1%-7.6pp | 81.4%-4.9pp | 83.0%-6.5pp |
| Annual return | 5.40% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $165 | $5,170-96.8% | $4,617-96.4% | $4,869-96.6% |
| Participant deferral / active EE | $971 | $6,343-84.7% | $5,984-83.8% | $5,287-81.6% |
| Admin fee / account holder | $1,205 | $9,817-87.7% | $8,357-85.6% | $10,132-88.1% |