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 | $21,647 | $58,828-63.2% | $77,999-72.2% | $62,891-65.6% |
| Participation rate | 81.3% | 71.1%+10.2pp | 75.5%+5.7pp | 69.3%+11.9pp |
| Annual return | 8.11% | 17.16%-9.0pp | 425.96%-417.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $201 | $1,672-88.0% | $2,470-91.9% | $2,281-91.2% |
| Participant deferral / active EE | $919 | $2,686-65.8% | $3,497-73.7% | $3,203-71.3% |
| Admin fee / account holder | $906 | $4,393-79.4% | $5,480-83.5% | $4,296-78.9% |