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 | $5,884 | $138,044-95.7% | $125,339-95.3% | $134,475-95.6% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -18.91% | 750.33%-769.2pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,011 | $5,243-61.6% | $4,814-58.2% | $4,740-57.6% |
| Participant deferral / active EE | $2,510 | $7,799-67.8% | $7,446-66.3% | $6,400-60.8% |
| Admin fee / account holder | $710 | $11,571-93.9% | $10,010-92.9% | $11,426-93.8% |