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 | $5,610 | $165,335-96.6% | $149,696-96.3% | $158,922-96.5% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 15.31% | 348.15%-332.8pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,026 | $5,103-79.9% | $4,644-77.9% | $4,761-78.4% |
| Participant deferral / active EE | $2,079 | $7,181-71.0% | $6,842-69.6% | $5,982-65.2% |
| Admin fee / account holder | $735 | $10,807-93.2% | $9,309-92.1% | $11,246-93.5% |