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.)
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 | $8,739 | $105,181-91.7% | $159,436-94.5% | $85,850-89.8% |
| Participation rate | 75.6% | 75.8%-0.1pp | 82.8%-7.2pp | 69.3%+6.3pp |
| Annual return | 46.22% | 45.07%+1.2pp | 263.57%-217.3pp | 318.53%-272.3pp |
| Employer contribution / active EE | $844 | $3,318-74.6% | $4,829-82.5% | $2,565-67.1% |
| Participant deferral / active EE | $2,148 | $5,945-63.9% | $7,352-70.8% | $3,952-45.7% |
| Admin fee / account holder | $325 | $6,933-95.3% | $10,799-97.0% | $6,260-94.8% |