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 | $6,470 | $52,580-87.7% | $71,671-91.0% | $70,131-90.8% |
| Participation rate | 87.3% | 60.9%+26.4pp | 68.7%+18.6pp | 69.5%+17.8pp |
| Annual return | 14.65% | 20.25%-5.6pp | 20.65%-6.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $3,102 | $1,616+92.0% | $2,460+26.1% | $2,342+32.4% |
| Participant deferral / active EE | $187 | $2,386-92.1% | $3,438-94.5% | $3,332-94.4% |
| Admin fee / account holder | $1,555 | $3,653-57.4% | $5,558-72.0% | $4,645-66.5% |