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 | $21,126 | $80,968-73.9% | $96,544-78.1% | $75,163-71.9% |
| Participation rate | 95.2% | 71.8%+23.4pp | 76.0%+19.2pp | 67.2%+28.0pp |
| Annual return | 15.57% | 27.06%-11.5pp | 25.84%-10.3pp | 160.62%-145.0pp |
| Employer contribution / active EE | $954 | $2,282-58.2% | $2,965-67.8% | $2,670-64.3% |
| Participant deferral / active EE | $852 | $3,928-78.3% | $4,851-82.4% | $4,125-79.3% |
| Admin fee / account holder | $2,264 | $6,724-66.3% | $8,252-72.6% | $5,651-59.9% |