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 4-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 | $16,005 | $214,378-92.5% | $200,582-92.0% | $142,382-88.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 17.07% | 46.41%-29.3pp | 42.33%-25.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,263 | $6,841-81.5% | $6,419-80.3% | $4,299-70.6% |
| Participant deferral / active EE | $1,740 | $9,865-82.4% | $9,331-81.4% | $6,507-73.3% |
| Admin fee / account holder | $3,986 | $17,692-77.5% | $16,305-75.6% | $12,624-68.4% |