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 | $4,415 | $73,867-94.0% | $143,757-96.9% | $68,494-93.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.80% | 1.01%-13.8pp | -0.04%-12.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $828 | $3,184-74.0% | $4,951-83.3% | $2,596-68.1% |
| Participant deferral / active EE | $765 | $3,384-77.4% | $5,637-86.4% | $4,027-81.0% |
| Admin fee / account holder | $747 | $5,755-87.0% | $14,673-94.9% | $5,403-86.2% |