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 | $90,859 | $288,797-68.5% | $239,577-62.1% | $382,429-76.2% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 11.21% | -3.30%+14.5pp | -0.70%+11.9pp | 248.85%-237.6pp |
| Employer contribution / active EE | $3,938 | $8,558-54.0% | $7,232-45.5% | $8,036-51.0% |
| Participant deferral / active EE | $3,329 | $6,420-48.1% | $5,676-41.3% | $5,727-41.9% |
| Admin fee / account holder | $26,123 | $18,649+40.1% | $19,315+35.2% | $30,732-15.0% |