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 | $24,378 | $183,963-86.7% | $162,163-85.0% | $152,861-84.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 17.42% | 150.76%-133.3pp | 115.59%-98.2pp | 345.32%-327.9pp |
| Employer contribution / active EE | $3,238 | $6,371-49.2% | $5,614-42.3% | $4,762-32.0% |
| Participant deferral / active EE | $1,393 | $8,034-82.7% | $7,298-80.9% | $5,850-76.2% |
| Admin fee / account holder | $1,636 | $13,121-87.5% | $10,843-84.9% | $11,596-85.9% |