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 3-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 | $15,109 | $133,922-88.7% | $116,228-87.0% | $142,382-89.4% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.6%+19.2pp | 80.1%+13.6pp |
| Annual return | 14.74% | 147.76%-133.0pp | 90.06%-75.3pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,374 | $3,446-31.1% | $2,994-20.7% | $4,299-44.8% |
| Participant deferral / active EE | $1,474 | $5,672-74.0% | $4,953-70.2% | $6,507-77.3% |
| Admin fee / account holder | $2,313 | $14,945-84.5% | $11,989-80.7% | $12,624-81.7% |