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 | $19,021 | $146,267-87.0% | $197,124-90.4% | $82,448-76.9% |
| Participation rate | 70.6% | 84.0%-13.4pp | 86.7%-16.1pp | 68.1%+2.5pp |
| Annual return | 25.27% | 29.61%-4.3pp | 44.34%-19.1pp | 41.64%-16.4pp |
| Employer contribution / active EE | $1,473 | $4,723-68.8% | $6,227-76.3% | $2,551-42.3% |
| Participant deferral / active EE | $1,972 | $7,035-72.0% | $9,135-78.4% | $4,139-52.4% |
| Admin fee / account holder | $2,040 | $14,422-85.9% | $16,298-87.5% | $7,234-71.8% |