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 | $19,897 | $152,587-87.0% | $125,175-84.1% | $152,861-87.0% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 27.57% | 54.84%-27.3pp | 43.79%-16.2pp | 345.32%-317.7pp |
| Employer contribution / active EE | $6,977 | $4,946+41.1% | $3,865+80.5% | $4,762+46.5% |
| Participant deferral / active EE | $1,649 | $5,868-71.9% | $4,937-66.6% | $5,850-71.8% |
| Admin fee / account holder | $2,047 | $13,434-84.8% | $9,702-78.9% | $11,596-82.4% |