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 | $24,175 | $201,272-88.0% | $184,203-86.9% | $145,922-83.4% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 5.75% | 29.00%-23.3pp | 28.81%-23.1pp | 561.29%-555.5pp |
| Employer contribution / active EE | $1,788 | $7,022-74.5% | $6,427-72.2% | $4,660-61.6% |
| Participant deferral / active EE | $2,226 | $9,806-77.3% | $9,131-75.6% | $6,688-66.7% |
| Admin fee / account holder | $746 | $16,364-95.4% | $13,901-94.6% | $13,397-94.4% |