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 | $34,700 | $444,907-92.2% | $304,612-88.6% | $382,429-90.9% |
| Participation rate | 100.0% | 89.6%+10.4pp | 81.9%+18.1pp | 87.7%+12.3pp |
| Annual return | 11.58% | 345.83%-334.2pp | 329.91%-318.3pp | 248.85%-237.3pp |
| Employer contribution / active EE | $1,198 | $10,568-88.7% | $7,476-84.0% | $8,036-85.1% |
| Participant deferral / active EE | $5,608 | $7,127-21.3% | $5,388+4.1% | $5,727-2.1% |
| Admin fee / account holder | $970 | $16,329-94.1% | $12,962-92.5% | $30,732-96.8% |