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 | $4,779 | $53,127-91.0% | $86,590-94.5% | $70,131-93.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.51% | 27.66%-14.2pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,191 | $2,068-42.4% | $2,839-58.0% | $2,342-49.1% |
| Participant deferral / active EE | $523 | $2,696-80.6% | $3,609-85.5% | $3,332-84.3% |
| Admin fee / account holder | $561 | $3,585-84.4% | $4,906-88.6% | $4,645-87.9% |