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 | $8,119 | $115,770-93.0% | $101,248-92.0% | $158,922-94.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.64% | 56.14%-44.5pp | 46.47%-34.8pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,294 | $4,175-69.0% | $3,660-64.6% | $4,761-72.8% |
| Participant deferral / active EE | $1,246 | $4,957-74.9% | $4,370-71.5% | $5,982-79.2% |
| Admin fee / account holder | $2,743 | $7,245-62.1% | $5,945-53.9% | $11,246-75.6% |