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 | $2,857 | $157,256-98.2% | $141,162-98.0% | $152,861-98.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.58% | 64.32%-45.7pp | 71.39%-52.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $208 | $5,261-96.0% | $4,735-95.6% | $4,762-95.6% |
| Participant deferral / active EE | $832 | $7,109-88.3% | $6,709-87.6% | $5,850-85.8% |
| Admin fee / account holder | $1,726 | $12,120-85.8% | $10,261-83.2% | $11,596-85.1% |