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.
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 | $17,930 | $214,378-91.6% | $200,582-91.1% | $142,382-87.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 2.21% | 46.41%-44.2pp | 42.33%-40.1pp | 217.08%-214.9pp |
| Employer contribution / active EE | $1,903 | $6,841-72.2% | $6,419-70.4% | $4,299-55.7% |
| Participant deferral / active EE | $1,903 | $9,865-80.7% | $9,331-79.6% | $6,507-70.8% |
| Admin fee / account holder | $33,337 | $17,692+88.4% | $16,305+104.5% | $12,624+164.1% |