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 | $3,185 | $107,334-97.0% | $92,893-96.6% | $152,861-97.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 17.70% | 145.58%-127.9pp | 109.41%-91.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,089 | $4,221-74.2% | $3,653-70.2% | $4,762-77.1% |
| Participant deferral / active EE | $765 | $4,845-84.2% | $4,236-81.9% | $5,850-86.9% |
| Admin fee / account holder | $1,307 | $7,079-81.5% | $5,794-77.4% | $11,596-88.7% |