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 | $20,470 | $153,772-86.7% | $133,980-84.7% | $273,961-92.5% |
| Participation rate | 94.1% | 88.4%+5.8pp | 87.1%+7.1pp | 83.0%+11.1pp |
| Annual return | 3.63% | 36.51%-32.9pp | 29.30%-25.7pp | 41.45%-37.8pp |
| Employer contribution / active EE | $3,457 | $6,029-42.7% | $5,211-33.7% | $4,869-29.0% |
| Participant deferral / active EE | $1,712 | $6,958-75.4% | $6,282-72.7% | $5,287-67.6% |
| Admin fee / account holder | $730 | $11,765-93.8% | $9,324-92.2% | $10,132-92.8% |