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 | $6,320 | $78,422-91.9% | $95,952-93.4% | $79,858-92.1% |
| Participation rate | 83.3% | 73.5%+9.8pp | 77.1%+6.3pp | 69.6%+13.7pp |
| Annual return | 12.75% | 19.37%-6.6pp | 91.61%-78.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $718 | $1,945-63.1% | $2,541-71.7% | $2,471-70.9% |
| Participant deferral / active EE | $613 | $3,440-82.2% | $4,167-85.3% | $3,740-83.6% |
| Admin fee / account holder | $517 | $5,622-90.8% | $6,795-92.4% | $5,306-90.3% |