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 | $36,651 | $426,113-91.4% | $289,028-87.3% | $357,791-89.8% |
| Participation rate | 88.2% | 86.2%+2.0pp | 78.0%+10.3pp | 85.6%+2.6pp |
| Annual return | 14.66% | 260.96%-246.3pp | 243.94%-229.3pp | 396.79%-382.1pp |
| Employer contribution / active EE | $2,689 | $8,831-69.5% | $6,326-57.5% | $7,508-64.2% |
| Participant deferral / active EE | $1,202 | $6,238-80.7% | $4,804-75.0% | $5,521-78.2% |
| Admin fee / account holder | $30,011 | $18,206+64.8% | $14,050+113.6% | $28,387+5.7% |