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 | $19,895 | $160,055-87.6% | $140,016-85.8% | $135,375-85.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.26% | 911.38%-910.1pp | 651.12%-649.9pp | 519.73%-518.5pp |
| Employer contribution / active EE | $3,485 | $6,420-45.7% | $5,606-37.8% | $4,779-27.1% |
| Participant deferral / active EE | $2,658 | $7,642-65.2% | $6,927-61.6% | $5,609-52.6% |
| Admin fee / account holder | $2,902 | $13,328-78.2% | $10,705-72.9% | $10,827-73.2% |