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 | $69,994 | $531,693-86.8% | $819,737-91.5% | $531,693-86.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 66.7%+33.3pp | 85.7%+14.3pp |
| Annual return | -15.88% | -13.27%-2.6pp | -12.65%-3.2pp | -13.27%-2.6pp |
| Employer contribution / active EE | $1,117 | $26,843-95.8% | $12,872-91.3% | $26,843-95.8% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $9,000-100.0% | $7,797-100.0% |
| Admin fee / account holder | $458 | $75,116-99.4% | $32,963-98.6% | $75,116-99.4% |