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 | $23,312 | $181,894-87.2% | $156,549-85.1% | $273,961-91.5% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 8.01% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $822 | $6,248-86.8% | $5,501-85.1% | $4,869-83.1% |
| Participant deferral / active EE | $1,870 | $5,550-66.3% | $4,871-61.6% | $5,287-64.6% |
| Admin fee / account holder | $1,153 | $15,559-92.6% | $13,027-91.1% | $10,132-88.6% |