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 4-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 | $3,048 | $175,202-98.3% | $149,673-98.0% | $139,434-97.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 35.80% | 166.71%-130.9pp | 134.42%-98.6pp | 372.94%-337.1pp |
| Employer contribution / active EE | $1,072 | $5,474-80.4% | $4,818-77.8% | $4,751-77.4% |
| Participant deferral / active EE | $805 | $6,519-87.7% | $5,680-85.8% | $6,710-88.0% |
| Admin fee / account holder | $725 | $16,150-95.5% | $13,210-94.5% | $11,403-93.6% |