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 6-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 | $22,633 | $426,113-94.7% | $289,028-92.2% | $357,791-93.7% |
| Participation rate | 84.6% | 86.2%-1.6pp | 78.0%+6.7pp | 85.6%-1.0pp |
| Annual return | 14.92% | 260.96%-246.0pp | 243.94%-229.0pp | 396.79%-381.9pp |
| Employer contribution / active EE | $755 | $8,831-91.4% | $6,326-88.1% | $7,508-89.9% |
| Participant deferral / active EE | $2,591 | $6,238-58.5% | $4,804-46.1% | $5,521-53.1% |
| Admin fee / account holder | $323 | $18,206-98.2% | $14,050-97.7% | $28,387-98.9% |