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 5-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 | $11,066 | $201,272-94.5% | $184,203-94.0% | $145,922-92.4% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 13.16% | 29.00%-15.8pp | 28.81%-15.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,202 | $7,022-68.6% | $6,427-65.7% | $4,660-52.7% |
| Participant deferral / active EE | $3,089 | $9,806-68.5% | $9,131-66.2% | $6,688-53.8% |
| Admin fee / account holder | $2,349 | $16,364-85.6% | $13,901-83.1% | $13,397-82.5% |