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 | $13,157 | $91,538-85.6% | $129,995-89.9% | $75,163-82.5% |
| Participation rate | 78.3% | 71.4%+6.9pp | 78.5%-0.2pp | 67.2%+11.1pp |
| Annual return | 15.33% | -631.11%+646.4pp | -137.18%+152.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $954 | $2,845-66.5% | $4,320-77.9% | $2,670-64.3% |
| Participant deferral / active EE | $1,406 | $4,341-67.6% | $5,820-75.8% | $4,125-65.9% |
| Admin fee / account holder | $1,360 | $6,790-80.0% | $10,614-87.2% | $5,651-75.9% |