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 | $8,133 | $209,411-96.1% | $178,490-95.4% | $158,922-94.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.30% | 188.75%-163.5pp | 151.07%-125.8pp | 302.83%-277.5pp |
| Employer contribution / active EE | $3,198 | $5,706-44.0% | $5,011-36.2% | $4,761-32.8% |
| Participant deferral / active EE | $1,639 | $5,954-72.5% | $5,202-68.5% | $5,982-72.6% |
| Admin fee / account holder | $723 | $17,074-95.8% | $13,984-94.8% | $11,246-93.6% |