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 5-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 | $15,864 | $159,602-90.1% | $150,045-89.4% | $142,382-88.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.78% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,160 | $4,961-76.6% | $4,693-75.3% | $4,299-73.0% |
| Participant deferral / active EE | $1,160 | $8,310-86.0% | $7,997-85.5% | $6,507-82.2% |
| Admin fee / account holder | $3,534 | $14,846-76.2% | $13,435-73.7% | $12,624-72.0% |