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 | $26,016 | $185,822-86.0% | $169,993-84.7% | $139,434-81.3% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 12.46% | 60.50%-48.0pp | 53.37%-40.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,203 | $7,590-84.2% | $6,785-82.3% | $4,751-74.7% |
| Participant deferral / active EE | $2,283 | $11,622-80.4% | $10,408-78.1% | $6,710-66.0% |
| Admin fee / account holder | $6,466 | $15,381-58.0% | $12,815-49.5% | $11,403-43.3% |