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 | $28,156 | $78,422-64.1% | $95,952-70.7% | $79,858-64.7% |
| Participation rate | 98.0% | 73.5%+24.6pp | 77.1%+21.0pp | 69.6%+28.4pp |
| Annual return | 10.71% | 19.37%-8.7pp | 91.61%-80.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,296 | $1,945-33.4% | $2,541-49.0% | $2,471-47.5% |
| Participant deferral / active EE | $1,239 | $3,440-64.0% | $4,167-70.3% | $3,740-66.9% |
| Admin fee / account holder | $2,100 | $5,622-62.7% | $6,795-69.1% | $5,306-60.4% |