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 7-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 | $14,683 | $110,094-86.7% | $151,611-90.3% | $68,494-78.6% |
| Participation rate | 97.6% | 84.0%+13.7pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | 1.94% | -10.12%+12.1pp | 3.33%-1.4pp | -7.84%+9.8pp |
| Employer contribution / active EE | $1,710 | $4,471-61.7% | $6,166-72.3% | $2,596-34.1% |
| Participant deferral / active EE | $2,430 | $6,527-62.8% | $8,363-70.9% | $4,027-39.7% |
| Admin fee / account holder | $1,669 | $7,719-78.4% | $11,616-85.6% | $5,403-69.1% |