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 | $21,505 | $217,402-90.1% | $185,823-88.4% | $167,490-87.2% |
| Participation rate | 84.2% | 86.0%-1.8pp | 81.7%+2.5pp | 82.1%+2.1pp |
| Annual return | 29.28% | 148.36%-119.1pp | 122.05%-92.8pp | 478.56%-449.3pp |
| Employer contribution / active EE | $1,148 | $5,873-80.5% | $5,167-77.8% | $4,837-76.3% |
| Participant deferral / active EE | $569 | $6,356-91.0% | $5,568-89.8% | $6,341-91.0% |
| Admin fee / account holder | $5,229 | $19,811-73.6% | $16,237-67.8% | $12,309-57.5% |