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 | $6,258 | $45,035-86.1% | $62,995-90.1% | $70,131-91.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 8.81% | 18.76%-9.9pp | 87.57%-78.8pp | 73.14%-64.3pp |
| Employer contribution / active EE | $1,952 | $2,051-4.9% | $2,759-29.3% | $2,342-16.7% |
| Participant deferral / active EE | $426 | $2,465-82.7% | $3,329-87.2% | $3,332-87.2% |
| Admin fee / account holder | $1,543 | $2,834-45.6% | $3,600-57.1% | $4,645-66.8% |