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 8-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 | $4,066 | $80,968-95.0% | $96,544-95.8% | $75,163-94.6% |
| Participation rate | 91.4% | 71.8%+19.7pp | 76.0%+15.5pp | 67.2%+24.2pp |
| Annual return | 16.74% | 27.06%-10.3pp | 25.84%-9.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,220 | $2,282-46.6% | $2,965-58.9% | $2,670-54.3% |
| Participant deferral / active EE | $1,238 | $3,928-68.5% | $4,851-74.5% | $4,125-70.0% |
| Admin fee / account holder | $410 | $6,724-93.9% | $8,252-95.0% | $5,651-92.7% |