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 | $90,365 | $471,255-80.8% | $493,514-81.7% | $357,791-74.7% |
| Participation rate | 100.0% | 87.7%+12.3pp | 86.6%+13.4pp | 85.6%+14.4pp |
| Annual return | 8.67% | -8.27%+16.9pp | -7.53%+16.2pp | 396.79%-388.1pp |
| Employer contribution / active EE | $5,664 | $7,367-23.1% | $6,745-16.0% | $7,508-24.6% |
| Participant deferral / active EE | $7,142 | $3,572+100.0% | $3,576+99.7% | $5,521+29.4% |
| Admin fee / account holder | $199,103 | $29,116+583.8% | $31,190+538.4% | $28,387+601.4% |