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 | $2,850 | $76,000-96.3% | $154,107-98.2% | $64,186-95.6% |
| Participation rate | 88.6% | 70.4%+18.2pp | 83.0%+5.6pp | 69.6%+19.1pp |
| Annual return | -1.95% | 30.32%-32.3pp | 735.12%-737.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $489 | $3,351-85.4% | $5,298-90.8% | $2,381-79.5% |
| Participant deferral / active EE | $34 | $3,175-98.9% | $5,081-99.3% | $3,470-99.0% |
| Admin fee / account holder | $609 | $5,596-89.1% | $13,411-95.5% | $4,888-87.5% |