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 6-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 | $7,772 | $87,870-91.2% | $113,168-93.1% | $74,304-89.5% |
| Participation rate | 75.7% | 70.7%+4.9pp | 76.6%-0.9pp | 60.3%+15.3pp |
| Annual return | 18.09% | 26.44%-8.3pp | 24.27%-6.2pp | 29.43%-11.3pp |
| Employer contribution / active EE | $948 | $2,277-58.3% | $2,975-68.1% | $2,241-57.7% |
| Participant deferral / active EE | $1,527 | $4,241-64.0% | $5,107-70.1% | $3,767-59.5% |
| Admin fee / account holder | $739 | $3,368-78.1% | $12,068-93.9% | $2,969-75.1% |