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 | $21,121 | $87,013-75.7% | $106,213-80.1% | $80,856-73.9% |
| Participation rate | 77.1% | 70.4%+6.7pp | 75.3%+1.9pp | 67.6%+9.5pp |
| Annual return | 14.45% | 17.05%-2.6pp | 116.14%-101.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,975 | $2,395-17.5% | $3,171-37.7% | $2,755-28.3% |
| Participant deferral / active EE | $1,194 | $3,986-70.1% | $5,016-76.2% | $4,296-72.2% |
| Admin fee / account holder | $1,090 | $8,431-87.1% | $11,033-90.1% | $6,918-84.2% |