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 | $10,479 | $54,380-80.7% | $68,509-84.7% | $59,632-82.4% |
| Participation rate | 87.2% | 70.2%+17.0pp | 74.7%+12.5pp | 68.7%+18.6pp |
| Annual return | -1.03% | 2.83%-3.9pp | 8.27%-9.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $489 | $1,539-68.2% | $2,278-78.6% | $2,203-77.8% |
| Participant deferral / active EE | $572 | $2,643-78.4% | $3,382-83.1% | $3,192-82.1% |
| Admin fee / account holder | $362 | $3,885-90.7% | $5,275-93.1% | $4,297-91.6% |