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 | $3,548 | $117,983-97.0% | $101,794-96.5% | $142,382-97.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 23.56% | 36.92%-13.4pp | 30.53%-7.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $750 | $2,773-72.9% | $2,289-67.2% | $4,299-82.5% |
| Participant deferral / active EE | $761 | $4,714-83.9% | $4,084-81.4% | $6,507-88.3% |
| Admin fee / account holder | $469 | $10,433-95.5% | $8,777-94.7% | $12,624-96.3% |