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 | $23,726 | $105,181-77.4% | $159,436-85.1% | $85,850-72.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.50% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $439 | $3,318-86.8% | $4,829-90.9% | $2,565-82.9% |
| Participant deferral / active EE | $911 | $5,945-84.7% | $7,352-87.6% | $3,952-77.0% |
| Admin fee / account holder | $3,056 | $6,933-55.9% | $10,799-71.7% | $6,260-51.2% |