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 | $154,405 | $295,923-47.8% | $239,403-35.5% | $382,429-59.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.2%+17.8pp | 87.7%+12.3pp |
| Annual return | 8.66% | 1.75%+6.9pp | 3.34%+5.3pp | 248.85%-240.2pp |
| Employer contribution / active EE | $3,290 | $5,859-43.8% | $4,656-29.3% | $8,036-59.1% |
| Participant deferral / active EE | $10,333 | $4,814+114.6% | $4,239+143.8% | $5,727+80.4% |
| Admin fee / account holder | $5,995 | $26,025-77.0% | $21,121-71.6% | $30,732-80.5% |