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 | $31,254 | $198,466-84.3% | $170,442-81.7% | $147,584-78.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.04% | 257.29%-252.3pp | 205.93%-200.9pp | 578.55%-573.5pp |
| Employer contribution / active EE | $5,135 | $6,184-17.0% | $5,433-5.5% | $4,876+5.3% |
| Participant deferral / active EE | $1,800 | $5,629-68.0% | $4,939-63.6% | $5,439-66.9% |
| Admin fee / account holder | $1,433 | $16,852-91.5% | $13,880-89.7% | $10,885-86.8% |