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 | $31,605 | $293,860-89.2% | $237,244-86.7% | $357,791-91.2% |
| Participation rate | 78.3% | 84.2%-5.9pp | 80.3%-2.0pp | 85.6%-7.3pp |
| Annual return | 13.35% | 4677.97%-4664.6pp | 4131.29%-4117.9pp | 396.79%-383.4pp |
| Employer contribution / active EE | $1,021 | $5,523-81.5% | $4,351-76.5% | $7,508-86.4% |
| Participant deferral / active EE | $1,328 | $4,397-69.8% | $4,056-67.3% | $5,521-75.9% |
| Admin fee / account holder | $639 | $21,223-97.0% | $18,030-96.5% | $28,387-97.7% |