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 | $11,954 | $86,286-86.1% | $111,297-89.3% | $85,850-86.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 21.14% | 19.99%+1.2pp | 54.65%-33.5pp | 318.53%-297.4pp |
| Employer contribution / active EE | $832 | $2,043-59.3% | $2,731-69.5% | $2,565-67.6% |
| Participant deferral / active EE | $1,200 | $3,641-67.0% | $4,487-73.3% | $3,952-69.6% |
| Admin fee / account holder | $1,462 | $8,188-82.1% | $7,964-81.6% | $6,260-76.6% |