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 9-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,529 | $160,055-93.4% | $140,016-92.5% | $135,375-92.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -14.03% | 911.38%-925.4pp | 651.12%-665.1pp | 519.73%-533.8pp |
| Employer contribution / active EE | $2,152 | $6,420-66.5% | $5,606-61.6% | $4,779-55.0% |
| Participant deferral / active EE | $2,594 | $7,642-66.1% | $6,927-62.6% | $5,609-53.8% |
| Admin fee / account holder | $632 | $13,328-95.3% | $10,705-94.1% | $10,827-94.2% |