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 | $25,278 | $209,832-88.0% | $189,513-86.7% | $167,490-84.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -7.43% | 748.27%-755.7pp | 555.15%-562.6pp | 478.56%-486.0pp |
| Employer contribution / active EE | $14,471 | $6,914+109.3% | $6,162+134.9% | $4,837+199.1% |
| Participant deferral / active EE | $988 | $8,935-88.9% | $8,221-88.0% | $6,341-84.4% |
| Admin fee / account holder | $10,274 | $14,293-28.1% | $12,045-14.7% | $12,309-16.5% |