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 | $13,709 | $64,480-78.7% | $81,382-83.2% | $80,856-83.0% |
| Participation rate | 92.5% | 63.9%+28.6pp | 69.5%+23.0pp | 67.6%+24.9pp |
| Annual return | 102.88% | 16.34%+86.5pp | 24.73%+78.2pp | 35.59%+67.3pp |
| Employer contribution / active EE | $352 | $1,978-82.2% | $2,463-85.7% | $2,755-87.2% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,061 | $5,671-81.3% | $5,768-81.6% | $6,918-84.7% |