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 | $61,937 | $216,874-71.4% | $174,595-64.5% | $382,429-83.8% |
| Participation rate | 91.3% | 86.9%+4.4pp | 85.1%+6.2pp | 87.7%+3.6pp |
| Annual return | 13.98% | 7969.70%-7955.7pp | 6861.22%-6847.2pp | 248.85%-234.9pp |
| Employer contribution / active EE | $1,739 | $4,110-57.7% | $3,630-52.1% | $8,036-78.4% |
| Participant deferral / active EE | $1,324 | $4,809-72.5% | $4,379-69.8% | $5,727-76.9% |
| Admin fee / account holder | $18,754 | $12,030+55.9% | $10,352+81.2% | $30,732-39.0% |