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 | $24,977 | $80,968-69.2% | $96,544-74.1% | $75,163-66.8% |
| Participation rate | 72.2% | 71.8%+0.4pp | 76.0%-3.8pp | 67.2%+5.0pp |
| Annual return | 49.67% | 27.06%+22.6pp | 25.84%+23.8pp | 160.62%-110.9pp |
| Employer contribution / active EE | $445 | $2,282-80.5% | $2,965-85.0% | $2,670-83.3% |
| Participant deferral / active EE | $1,758 | $3,928-55.2% | $4,851-63.8% | $4,125-57.4% |
| Admin fee / account holder | $3,081 | $6,724-54.2% | $8,252-62.7% | $5,651-45.5% |