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 | $12,473 | $109,881-88.6% | $150,045-91.7% | $84,808-85.3% |
| Participation rate | 85.3% | 76.1%+9.2pp | 82.3%+3.0pp | 68.3%+17.0pp |
| Annual return | 15.87% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,088 | $3,561-69.5% | $4,693-76.8% | $2,631-58.7% |
| Participant deferral / active EE | $2,358 | $6,636-64.5% | $7,997-70.5% | $4,212-44.0% |
| Admin fee / account holder | $609 | $8,568-92.9% | $13,435-95.5% | $7,344-91.7% |