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 | $11,840 | $57,354-79.4% | $83,848-85.9% | $64,186-81.6% |
| Participation rate | 78.0% | 68.6%+9.4pp | 76.1%+1.9pp | 69.6%+8.5pp |
| Annual return | -6.11% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $568 | $2,545-77.7% | $3,631-84.4% | $2,381-76.2% |
| Participant deferral / active EE | $649 | $2,993-78.3% | $4,082-84.1% | $3,470-81.3% |
| Admin fee / account holder | $445 | $4,046-89.0% | $5,478-91.9% | $4,888-90.9% |