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 3-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 | $922 | $214,378-99.6% | $200,582-99.5% | $142,382-99.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 15.87% | 46.41%-30.5pp | 42.33%-26.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $274 | $6,841-96.0% | $6,419-95.7% | $4,299-93.6% |
| Participant deferral / active EE | $303 | $9,865-96.9% | $9,331-96.8% | $6,507-95.4% |
| Admin fee / account holder | $350 | $17,692-98.0% | $16,305-97.9% | $12,624-97.2% |