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 | $21,855 | $198,466-89.0% | $170,442-87.2% | $147,584-85.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.21% | 257.29%-247.1pp | 205.93%-195.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $1,465 | $6,184-76.3% | $5,433-73.0% | $4,876-70.0% |
| Participant deferral / active EE | $1,884 | $5,629-66.5% | $4,939-61.9% | $5,439-65.4% |
| Admin fee / account holder | $1,800 | $16,852-89.3% | $13,880-87.0% | $10,885-83.5% |