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 | $9,401 | $93,346-89.9% | $71,796-86.9% | $273,961-96.6% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 2.66% | 130.39%-127.7pp | 78.04%-75.4pp | 41.45%-38.8pp |
| Employer contribution / active EE | $291 | $2,733-89.3% | $1,924-84.9% | $4,869-94.0% |
| Participant deferral / active EE | $113 | $3,475-96.7% | $2,794-95.9% | $5,287-97.9% |
| Admin fee / account holder | $713 | $6,571-89.1% | $4,815-85.2% | $10,132-93.0% |