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 | $21,607 | $95,453-77.4% | $112,040-80.7% | $82,448-73.8% |
| Participation rate | 87.7% | 72.8%+14.9pp | 76.5%+11.2pp | 68.1%+19.6pp |
| Annual return | 17.66% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,111 | $2,318-8.9% | $2,954-28.5% | $2,551-17.2% |
| Participant deferral / active EE | $1,554 | $4,224-63.2% | $5,098-69.5% | $4,139-62.5% |
| Admin fee / account holder | $1,732 | $9,013-80.8% | $12,098-85.7% | $7,234-76.1% |