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 | $12,576 | $198,466-93.7% | $170,442-92.6% | $147,584-91.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.25% | 257.29%-237.0pp | 205.93%-185.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,803 | $6,184-70.8% | $5,433-66.8% | $4,876-63.0% |
| Participant deferral / active EE | $360 | $5,629-93.6% | $4,939-92.7% | $5,439-93.4% |
| Admin fee / account holder | $1,553 | $16,852-90.8% | $13,880-88.8% | $10,885-85.7% |