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 | $9,048 | $99,640-90.9% | $86,436-89.5% | $134,475-93.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.62% | 6782.58%-6801.2pp | 4394.89%-4413.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,028 | $4,400-76.6% | $3,769-72.7% | $4,740-78.3% |
| Participant deferral / active EE | $2,028 | $7,246-72.0% | $6,952-70.8% | $6,400-68.3% |
| Admin fee / account holder | $598 | $8,371-92.9% | $6,731-91.1% | $11,426-94.8% |