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 | $19,051 | $183,963-89.6% | $162,163-88.3% | $152,861-87.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.58% | 150.76%-138.2pp | 115.59%-103.0pp | 345.32%-332.7pp |
| Employer contribution / active EE | $1,651 | $6,371-74.1% | $5,614-70.6% | $4,762-65.3% |
| Participant deferral / active EE | $2,245 | $8,034-72.1% | $7,298-69.2% | $5,850-61.6% |
| Admin fee / account holder | $1,288 | $13,121-90.2% | $10,843-88.1% | $11,596-88.9% |