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 | $11,405 | $75,828-85.0% | $147,614-92.3% | $59,632-80.9% |
| Participation rate | 78.2% | 71.6%+6.6pp | 84.6%-6.4pp | 68.7%+9.5pp |
| Annual return | -2.48% | 0.37%-2.8pp | 61.98%-64.5pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $1,038 | $3,485-70.2% | $5,564-81.3% | $2,203-52.9% |
| Participant deferral / active EE | $791 | $3,130-74.7% | $4,895-83.8% | $3,192-75.2% |
| Admin fee / account holder | $3,229 | $5,985-46.1% | $11,611-72.2% | $4,297-24.9% |