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 | $7,226 | $49,227-85.3% | $70,449-89.7% | $79,858-91.0% |
| Participation rate | 79.3% | 69.2%+10.1pp | 75.1%+4.3pp | 69.6%+9.7pp |
| Annual return | 12.48% | 30.06%-17.6pp | 109.03%-96.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $535 | $2,099-74.5% | $2,737-80.5% | $2,471-78.4% |
| Participant deferral / active EE | $566 | $2,768-79.5% | $3,709-84.7% | $3,740-84.9% |
| Admin fee / account holder | $856 | $2,878-70.3% | $3,845-77.7% | $5,306-83.9% |