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 | $170,741 | $331,010-48.4% | $284,014-39.9% | $357,791-52.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 78.2%+21.8pp | 85.6%+14.4pp |
| Annual return | 6.58% | -7.54%+14.1pp | -6.84%+13.4pp | 396.79%-390.2pp |
| Employer contribution / active EE | $6,513 | $4,421+47.3% | $4,497+44.8% | $7,508-13.2% |
| Participant deferral / active EE | $3,909 | $4,180-6.5% | $5,463-28.4% | $5,521-29.2% |
| Admin fee / account holder | $119,802 | $15,699+663.1% | $16,425+629.4% | $28,387+322.0% |