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 | $11,320 | $157,256-92.8% | $141,162-92.0% | $152,861-92.6% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 543.23% | 64.32%+478.9pp | 71.39%+471.8pp | 345.32%+197.9pp |
| Employer contribution / active EE | $227 | $5,261-95.7% | $4,735-95.2% | $4,762-95.2% |
| Participant deferral / active EE | $1,240 | $7,109-82.6% | $6,709-81.5% | $5,850-78.8% |
| Admin fee / account holder | $698 | $12,120-94.2% | $10,261-93.2% | $11,596-94.0% |