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 8-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 | $6,181 | $114,381-94.6% | $107,525-94.3% | $142,382-95.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 30.88% | 242.71%-211.8pp | 181.32%-150.4pp | 217.08%-186.2pp |
| Employer contribution / active EE | $2,043 | $4,015-49.1% | $3,754-45.6% | $4,299-52.5% |
| Participant deferral / active EE | $375 | $5,564-93.3% | $5,116-92.7% | $6,507-94.2% |
| Admin fee / account holder | $2,088 | $9,860-78.8% | $8,919-76.6% | $12,624-83.5% |