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 | $10,727 | $198,466-94.6% | $170,442-93.7% | $147,584-92.7% |
| Participation rate | 95.8% | 88.0%+7.9pp | 83.6%+12.2pp | 82.8%+13.0pp |
| Annual return | 10.82% | 257.29%-246.5pp | 205.93%-195.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $575 | $6,184-90.7% | $5,433-89.4% | $4,876-88.2% |
| Participant deferral / active EE | $1,304 | $5,629-76.8% | $4,939-73.6% | $5,439-76.0% |
| Admin fee / account holder | $2,206 | $16,852-86.9% | $13,880-84.1% | $10,885-79.7% |