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 5-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 | $65,434 | $244,740-73.3% | $206,214-68.3% | $357,791-81.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 22.64% | -3.72%+26.4pp | -1.60%+24.2pp | 396.79%-374.2pp |
| Employer contribution / active EE | $2,929 | $7,019-58.3% | $5,967-50.9% | $7,508-61.0% |
| Participant deferral / active EE | $6,647 | $4,983+33.4% | $4,649+43.0% | $5,521+20.4% |
| Admin fee / account holder | $535 | $15,419-96.5% | $13,671-96.1% | $28,387-98.1% |