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 | $15,770 | $99,032-84.1% | $80,019-80.3% | $135,375-88.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 10.94% | 15.39%-4.5pp | 11.22%-0.3pp | 519.73%-508.8pp |
| Employer contribution / active EE | $853 | $3,043-72.0% | $2,468-65.5% | $4,779-82.2% |
| Participant deferral / active EE | $502 | $4,282-88.3% | $3,686-86.4% | $5,609-91.0% |
| Admin fee / account holder | $3,605 | $10,436-65.5% | $6,521-44.7% | $10,827-66.7% |