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 | $27,870 | $87,733-68.2% | $106,548-73.8% | $85,850-67.5% |
| Participation rate | 91.2% | 71.9%+19.2pp | 76.1%+15.0pp | 69.3%+21.9pp |
| Annual return | 13.40% | 21.86%-8.5pp | 26.80%-13.4pp | 318.53%-305.1pp |
| Employer contribution / active EE | $339 | $2,073-83.7% | $2,819-88.0% | $2,565-86.8% |
| Participant deferral / active EE | $754 | $3,469-78.3% | $4,398-82.8% | $3,952-80.9% |
| Admin fee / account holder | $2,880 | $6,767-57.4% | $7,407-61.1% | $6,260-54.0% |