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 | $8,303 | $112,729-92.6% | $98,716-91.6% | $137,256-94.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 14.85% | 38.48%-23.6pp | 31.81%-17.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $816 | $2,725-70.1% | $2,279-64.2% | $4,156-80.4% |
| Participant deferral / active EE | $938 | $4,640-79.8% | $4,048-76.8% | $6,407-85.4% |
| Admin fee / account holder | $6,064 | $10,129-40.1% | $8,703-30.3% | $12,270-50.6% |