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 4-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 | $6,654 | $126,574-94.7% | $106,213-93.7% | $145,922-95.4% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 16.98% | 224.79%-207.8pp | 116.14%-99.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $766 | $3,730-79.5% | $3,171-75.9% | $4,660-83.6% |
| Participant deferral / active EE | $924 | $5,724-83.9% | $5,016-81.6% | $6,688-86.2% |
| Admin fee / account holder | $397 | $17,304-97.7% | $11,033-96.4% | $13,397-97.0% |