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 8-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 | $9,644 | $76,000-87.3% | $154,107-93.7% | $64,186-85.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 2.32% | 30.32%-28.0pp | 735.12%-732.8pp | 7.63%-5.3pp |
| Employer contribution / active EE | $705 | $3,351-78.9% | $5,298-86.7% | $2,381-70.4% |
| Participant deferral / active EE | $374 | $3,175-88.2% | $5,081-92.6% | $3,470-89.2% |
| Admin fee / account holder | $2,634 | $5,596-52.9% | $13,411-80.4% | $4,888-46.1% |