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 | $7,201 | $53,127-86.4% | $86,590-91.7% | $70,131-89.7% |
| Participation rate | 85.7% | 65.3%+20.4pp | 73.5%+12.2pp | 69.5%+16.2pp |
| Annual return | 22.51% | 27.66%-5.1pp | 964.84%-942.3pp | 73.14%-50.6pp |
| Employer contribution / active EE | $2,242 | $2,068+8.4% | $2,839-21.0% | $2,342-4.3% |
| Participant deferral / active EE | $399 | $2,696-85.2% | $3,609-88.9% | $3,332-88.0% |
| Admin fee / account holder | $530 | $3,585-85.2% | $4,906-89.2% | $4,645-88.6% |