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 7-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 | $110,061 | $245,885-55.2% | $198,754-44.6% | $357,791-69.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 85.6%+14.4pp |
| Annual return | 16.42% | 5953.41%-5937.0pp | 4947.04%-4930.6pp | 396.79%-380.4pp |
| Employer contribution / active EE | $4,867 | $4,089+19.0% | $4,008+21.4% | $7,508-35.2% |
| Participant deferral / active EE | $8,975 | $4,533+98.0% | $4,138+116.9% | $5,521+62.6% |
| Admin fee / account holder | $901 | $12,849-93.0% | $12,082-92.5% | $28,387-96.8% |