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 | $17,637 | $198,466-91.1% | $170,442-89.7% | $147,584-88.0% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 13.70% | 257.29%-243.6pp | 205.93%-192.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $704 | $6,184-88.6% | $5,433-87.0% | $4,876-85.6% |
| Participant deferral / active EE | $1,623 | $5,629-71.2% | $4,939-67.1% | $5,439-70.2% |
| Admin fee / account holder | $685 | $16,852-95.9% | $13,880-95.1% | $10,885-93.7% |