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 | $73,458 | $297,529-75.3% | $246,525-70.2% | $357,791-79.5% |
| Participation rate | 95.2% | 86.5%+8.7pp | 82.0%+13.3pp | 85.6%+9.6pp |
| Annual return | 21.12% | -2.25%+23.4pp | 0.46%+20.7pp | 396.79%-375.7pp |
| Employer contribution / active EE | $2,381 | $8,709-72.7% | $7,467-68.1% | $7,508-68.3% |
| Participant deferral / active EE | $2,152 | $6,076-64.6% | $5,422-60.3% | $5,521-61.0% |
| Admin fee / account holder | $45,734 | $16,212+182.1% | $16,551+176.3% | $28,387+61.1% |