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 | $16,647 | $80,968-79.4% | $96,544-82.8% | $75,163-77.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 26.16% | 27.06%-0.9pp | 25.84%+0.3pp | 160.62%-134.5pp |
| Employer contribution / active EE | $1,280 | $2,282-43.9% | $2,965-56.8% | $2,670-52.0% |
| Participant deferral / active EE | $1,464 | $3,928-62.7% | $4,851-69.8% | $4,125-64.5% |
| Admin fee / account holder | $1,631 | $6,724-75.7% | $8,252-80.2% | $5,651-71.1% |