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 | $4,861 | $87,013-94.4% | $106,213-95.4% | $80,856-94.0% |
| Participation rate | 95.2% | 70.4%+24.8pp | 75.3%+20.0pp | 67.6%+27.6pp |
| Annual return | 11.02% | 17.05%-6.0pp | 116.14%-105.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $739 | $2,395-69.1% | $3,171-76.7% | $2,755-73.2% |
| Participant deferral / active EE | $413 | $3,986-89.6% | $5,016-91.8% | $4,296-90.4% |
| Admin fee / account holder | $1,504 | $8,431-82.2% | $11,033-86.4% | $6,918-78.3% |