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 | $16,292 | $697,698-97.7% | $621,730-97.4% | $357,791-95.4% |
| Participation rate | 85.7% | 90.7%-5.0pp | 90.8%-5.1pp | 85.6%+0.1pp |
| Annual return | 13.87% | 10.63%+3.2pp | 10.76%+3.1pp | 396.79%-382.9pp |
| Employer contribution / active EE | $1,524 | $10,590-85.6% | $9,871-84.6% | $7,508-79.7% |
| Participant deferral / active EE | $3,227 | $7,203-55.2% | $6,979-53.8% | $5,521-41.6% |
| Admin fee / account holder | $2,092 | $75,391-97.2% | $66,065-96.8% | $28,387-92.6% |