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 9-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 | $9,235 | $82,664-88.8% | $125,339-92.6% | $68,494-86.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.80% | -5.97%-10.8pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,249 | $3,381-33.5% | $4,814-53.3% | $2,596-13.4% |
| Participant deferral / active EE | $615 | $6,110-89.9% | $7,446-91.7% | $4,027-84.7% |
| Admin fee / account holder | $1,061 | $6,275-83.1% | $10,010-89.4% | $5,403-80.4% |