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 6-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 | $14,074 | $179,726-92.2% | $156,263-91.0% | $142,382-90.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.05% | 77.86%-60.8pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,083 | $5,069-78.6% | $4,333-75.0% | $4,299-74.8% |
| Participant deferral / active EE | $1,200 | $6,956-82.7% | $6,158-80.5% | $6,507-81.6% |
| Admin fee / account holder | $300 | $17,272-98.3% | $14,255-97.9% | $12,624-97.6% |