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 | $31,386 | $245,885-87.2% | $198,754-84.2% | $357,791-91.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 85.6%+14.4pp |
| Annual return | 13.39% | 5953.41%-5940.0pp | 4947.04%-4933.7pp | 396.79%-383.4pp |
| Employer contribution / active EE | $1,283 | $4,089-68.6% | $4,008-68.0% | $7,508-82.9% |
| Participant deferral / active EE | $9,484 | $4,533+109.2% | $4,138+129.2% | $5,521+71.8% |
| Admin fee / account holder | $135,804 | $12,849+957.0% | $12,082+1024.0% | $28,387+378.4% |