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 | $14,569 | $106,890-86.4% | $84,015-82.7% | $152,861-90.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 19.95% | 104.99%-85.0pp | 71.31%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $260 | $2,734-90.5% | $1,983-86.9% | $4,762-94.5% |
| Participant deferral / active EE | $858 | $4,011-78.6% | $3,239-73.5% | $5,850-85.3% |
| Admin fee / account holder | $831 | $8,285-90.0% | $6,101-86.4% | $11,596-92.8% |