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 | $8,189 | $87,733-90.7% | $106,548-92.3% | $85,850-90.5% |
| Participation rate | 88.9% | 71.9%+17.0pp | 76.1%+12.8pp | 69.3%+19.6pp |
| Annual return | 13.69% | 21.86%-8.2pp | 26.80%-13.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $834 | $2,073-59.8% | $2,819-70.4% | $2,565-67.5% |
| Participant deferral / active EE | $1,065 | $3,469-69.3% | $4,398-75.8% | $3,952-73.0% |
| Admin fee / account holder | $2,769 | $6,767-59.1% | $7,407-62.6% | $6,260-55.8% |