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 7-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 | $10,641 | $159,901-93.3% | $146,958-92.8% | $145,922-92.7% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 7.38% | 98.13%-90.8pp | 418.34%-411.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,300 | $5,286-75.4% | $4,933-73.7% | $4,660-72.1% |
| Participant deferral / active EE | $1,810 | $8,428-78.5% | $8,070-77.6% | $6,688-72.9% |
| Admin fee / account holder | $2,035 | $15,044-86.5% | $12,998-84.3% | $13,397-84.8% |