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 5-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 | $12,038 | $202,432-94.1% | $169,368-92.9% | $139,434-91.4% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 8.68% | 531.74%-523.1pp | 405.60%-396.9pp | 372.94%-364.3pp |
| Employer contribution / active EE | $1,006 | $4,692-78.6% | $4,013-74.9% | $4,751-78.8% |
| Participant deferral / active EE | $1,154 | $6,938-83.4% | $6,221-81.4% | $6,710-82.8% |
| Admin fee / account holder | $9,130 | $10,708-14.7% | $9,003+1.4% | $11,403-19.9% |