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 | $11,887 | $47,848-75.2% | $81,478-85.4% | $70,131-83.1% |
| Participation rate | 85.9% | 58.3%+27.6pp | 68.0%+18.0pp | 69.5%+16.4pp |
| Annual return | 16.63% | 27.25%-10.6pp | 38.78%-22.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,231 | $1,527-19.4% | $2,568-52.1% | $2,342-47.4% |
| Participant deferral / active EE | $212 | $2,453-91.4% | $3,537-94.0% | $3,332-93.6% |
| Admin fee / account holder | $679 | $3,145-78.4% | $4,561-85.1% | $4,645-85.4% |