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 6-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 | $9,043 | $167,307-94.6% | $143,757-93.7% | $134,475-93.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -1.03% | 0.46%-1.5pp | -0.04%-1.0pp | 417.96%-419.0pp |
| Employer contribution / active EE | $2,734 | $5,619-51.3% | $4,951-44.8% | $4,740-42.3% |
| Participant deferral / active EE | $536 | $6,446-91.7% | $5,637-90.5% | $6,400-91.6% |
| Admin fee / account holder | $2,331 | $18,088-87.1% | $14,673-84.1% | $11,426-79.6% |