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 | $20,836 | $295,923-93.0% | $239,403-91.3% | $382,429-94.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.2%+17.8pp | 87.7%+12.3pp |
| Annual return | 25.24% | 1.75%+23.5pp | 3.34%+21.9pp | 248.85%-223.6pp |
| Employer contribution / active EE | $1,015 | $5,859-82.7% | $4,656-78.2% | $8,036-87.4% |
| Participant deferral / active EE | $2,477 | $4,814-48.6% | $4,239-41.6% | $5,727-56.8% |
| Admin fee / account holder | $1,033 | $26,025-96.0% | $21,121-95.1% | $30,732-96.6% |