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 | $181,955 | $495,011-63.2% | $442,409-58.9% | $357,791-49.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 11.60% | 92.83%-81.2pp | 90.53%-78.9pp | 396.79%-385.2pp |
| Employer contribution / active EE | $12,802 | $8,270+54.8% | $7,697+66.3% | $7,508+70.5% |
| Participant deferral / active EE | $12,112 | $7,613+59.1% | $7,555+60.3% | $5,521+119.4% |
| Admin fee / account holder | $36,896 | $60,147-38.7% | $51,603-28.5% | $28,387+30.0% |