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 | $5,682 | $167,484-96.6% | $151,611-96.3% | $134,475-95.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -15.10% | 7.80%-22.9pp | 3.33%-18.4pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,703 | $6,829-31.1% | $6,166-23.7% | $4,740-0.8% |
| Participant deferral / active EE | $563 | $8,986-93.7% | $8,363-93.3% | $6,400-91.2% |
| Admin fee / account holder | $479 | $13,783-96.5% | $11,616-95.9% | $11,426-95.8% |