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 7-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 | $1,585 | $190,805-99.2% | $159,960-99.0% | $134,475-98.8% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | 10.44% | 552.23%-541.8pp | 408.60%-398.2pp | 417.96%-407.5pp |
| Employer contribution / active EE | $595 | $4,995-88.1% | $4,226-85.9% | $4,740-87.5% |
| Participant deferral / active EE | $595 | $6,923-91.4% | $6,182-90.4% | $6,400-90.7% |
| Admin fee / account holder | $920 | $10,471-91.2% | $8,698-89.4% | $11,426-91.9% |