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 | $21,607 | $183,963-88.3% | $162,163-86.7% | $152,861-85.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.05% | 150.76%-136.7pp | 115.59%-101.5pp | 345.32%-331.3pp |
| Employer contribution / active EE | $2,054 | $6,371-67.8% | $5,614-63.4% | $4,762-56.9% |
| Participant deferral / active EE | $432 | $8,034-94.6% | $7,298-94.1% | $5,850-92.6% |
| Admin fee / account holder | $6,534 | $13,121-50.2% | $10,843-39.7% | $11,596-43.7% |