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 | $9,113 | $181,894-95.0% | $156,549-94.2% | $273,961-96.7% |
| Participation rate | 82.4% | 88.4%-6.0pp | 84.0%-1.7pp | 83.0%-0.7pp |
| Annual return | 37.07% | 30.74%+6.3pp | 32.23%+4.8pp | 41.45%-4.4pp |
| Employer contribution / active EE | $680 | $6,248-89.1% | $5,501-87.6% | $4,869-86.0% |
| Participant deferral / active EE | $1,264 | $5,550-77.2% | $4,871-74.0% | $5,287-76.1% |
| Admin fee / account holder | $2,460 | $15,559-84.2% | $13,027-81.1% | $10,132-75.7% |