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 | $20,065 | $89,355-77.5% | $141,162-85.8% | $72,985-72.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 11.65% | 111.85%-100.2pp | 71.39%-59.7pp | 81.00%-69.4pp |
| Employer contribution / active EE | $733 | $3,114-76.5% | $4,735-84.5% | $2,440-70.0% |
| Participant deferral / active EE | $1,132 | $5,418-79.1% | $6,709-83.1% | $3,607-68.6% |
| Admin fee / account holder | $846 | $5,958-85.8% | $10,261-91.8% | $5,124-83.5% |