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 | $15,984 | $153,772-89.6% | $133,980-88.1% | $273,961-94.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.65% | 36.51%-29.9pp | 29.30%-22.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,087 | $6,029-82.0% | $5,211-79.1% | $4,869-77.7% |
| Participant deferral / active EE | $736 | $6,958-89.4% | $6,282-88.3% | $5,287-86.1% |
| Admin fee / account holder | $520 | $11,765-95.6% | $9,324-94.4% | $10,132-94.9% |