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.)
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 | $7,174 | $118,680-94.0% | $98,907-92.7% | $158,922-95.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.71% | 372.35%-359.6pp | 196.43%-183.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $556 | $3,333-83.3% | $2,689-79.3% | $4,761-88.3% |
| Participant deferral / active EE | $469 | $5,088-90.8% | $4,244-89.0% | $5,982-92.2% |
| Admin fee / account holder | $565 | $10,131-94.4% | $6,642-91.5% | $11,246-95.0% |