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 | $19,230 | $444,907-95.7% | $304,612-93.7% | $382,429-95.0% |
| Participation rate | 100.0% | 89.6%+10.4pp | 81.9%+18.1pp | 87.7%+12.3pp |
| Annual return | 14.26% | 345.83%-331.6pp | 329.91%-315.6pp | 248.85%-234.6pp |
| Employer contribution / active EE | $161 | $10,568-98.5% | $7,476-97.8% | $8,036-98.0% |
| Participant deferral / active EE | $194 | $7,127-97.3% | $5,388-96.4% | $5,727-96.6% |
| Admin fee / account holder | $1,258 | $16,329-92.3% | $12,962-90.3% | $30,732-95.9% |