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 | $16,692 | $81,208-79.4% | $98,907-83.1% | $79,858-79.1% |
| Participation rate | 90.9% | 72.5%+18.4pp | 76.0%+14.9pp | 69.6%+21.3pp |
| Annual return | 13.07% | 60.99%-47.9pp | 196.43%-183.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $635 | $1,960-67.6% | $2,689-76.4% | $2,471-74.3% |
| Participant deferral / active EE | $331 | $3,265-89.9% | $4,244-92.2% | $3,740-91.1% |
| Admin fee / account holder | $2,331 | $6,013-61.2% | $6,642-64.9% | $5,306-56.1% |