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 | $3,348 | $135,635-97.5% | $110,238-97.0% | $135,375-97.5% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | -1.58% | 513.19%-514.8pp | 314.74%-316.3pp | 519.73%-521.3pp |
| Employer contribution / active EE | $1,813 | $4,906-63.0% | $3,826-52.6% | $4,779-62.1% |
| Participant deferral / active EE | $1,045 | $5,506-81.0% | $4,672-77.6% | $5,609-81.4% |
| Admin fee / account holder | $5,466 | $11,457-52.3% | $8,547-36.1% | $10,827-49.5% |