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 | $15,761 | $110,094-85.7% | $151,611-89.6% | $68,494-77.0% |
| Participation rate | 94.6% | 84.0%+10.6pp | 87.5%+7.1pp | 67.9%+26.7pp |
| Annual return | -16.65% | -10.12%-6.5pp | 3.33%-20.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,510 | $4,471-66.2% | $6,166-75.5% | $2,596-41.8% |
| Participant deferral / active EE | $1,661 | $6,527-74.5% | $8,363-80.1% | $4,027-58.7% |
| Admin fee / account holder | $843 | $7,719-89.1% | $11,616-92.7% | $5,403-84.4% |