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 | $11,851 | $135,635-91.3% | $110,238-89.2% | $135,375-91.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.91% | 513.19%-517.1pp | 314.74%-318.6pp | 519.73%-523.6pp |
| Employer contribution / active EE | $5,621 | $4,906+14.6% | $3,826+46.9% | $4,779+17.6% |
| Participant deferral / active EE | $498 | $5,506-90.9% | $4,672-89.3% | $5,609-91.1% |
| Admin fee / account holder | $6,047 | $11,457-47.2% | $8,547-29.3% | $10,827-44.1% |