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 6-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 | $3,135 | $217,402-98.6% | $185,823-98.3% | $167,490-98.1% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 26.06% | 148.36%-122.3pp | 122.05%-96.0pp | 478.56%-452.5pp |
| Employer contribution / active EE | $1,249 | $5,873-78.7% | $5,167-75.8% | $4,837-74.2% |
| Participant deferral / active EE | $1,895 | $6,356-70.2% | $5,568-66.0% | $6,341-70.1% |
| Admin fee / account holder | $642 | $19,811-96.8% | $16,237-96.0% | $12,309-94.8% |