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 | $224,328 | $495,011-54.7% | $442,409-49.3% | $357,791-37.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 4.11% | 92.83%-88.7pp | 90.53%-86.4pp | 396.79%-392.7pp |
| Employer contribution / active EE | $2,484 | $8,270-70.0% | $7,697-67.7% | $7,508-66.9% |
| Participant deferral / active EE | $12,851 | $7,613+68.8% | $7,555+70.1% | $5,521+132.8% |
| Admin fee / account holder | $1,047 | $60,147-98.3% | $51,603-98.0% | $28,387-96.3% |