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 | $8,586 | $202,318-95.8% | $172,739-95.0% | $152,861-94.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 12.81% | 1029.65%-1016.8pp | 802.84%-790.0pp | 345.32%-332.5pp |
| Employer contribution / active EE | $628 | $5,856-89.3% | $5,143-87.8% | $4,762-86.8% |
| Participant deferral / active EE | $1,221 | $5,948-79.5% | $5,198-76.5% | $5,850-79.1% |
| Admin fee / account holder | $3,543 | $17,109-79.3% | $13,954-74.6% | $11,596-69.4% |