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 | $6,610 | $77,813-91.5% | $123,544-94.7% | $64,186-89.7% |
| Participation rate | 95.8% | 74.7%+21.1pp | 82.3%+13.5pp | 69.6%+26.3pp |
| Annual return | -4.80% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $806 | $3,014-73.3% | $4,628-82.6% | $2,381-66.2% |
| Participant deferral / active EE | $557 | $5,240-89.4% | $6,426-91.3% | $3,470-84.0% |
| Admin fee / account holder | $1,429 | $5,519-74.1% | $9,284-84.6% | $4,888-70.8% |