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 | $81,144 | $297,529-72.7% | $246,525-67.1% | $357,791-77.3% |
| Participation rate | 78.3% | 86.5%-8.3pp | 82.0%-3.7pp | 85.6%-7.3pp |
| Annual return | 8.51% | -2.25%+10.8pp | 0.46%+8.0pp | 396.79%-388.3pp |
| Employer contribution / active EE | $2,152 | $8,709-75.3% | $7,467-71.2% | $7,508-71.3% |
| Participant deferral / active EE | $5,703 | $6,076-6.1% | $5,422+5.2% | $5,521+3.3% |
| Admin fee / account holder | $5,692 | $16,212-64.9% | $16,551-65.6% | $28,387-79.9% |