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 6-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 | $10,669 | $106,515-90.0% | $96,683-89.0% | $139,434-92.3% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 19.45% | 38.43%-19.0pp | 35.69%-16.2pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,144 | $4,103-72.1% | $3,737-69.4% | $4,751-75.9% |
| Participant deferral / active EE | $1,263 | $5,454-76.8% | $4,878-74.1% | $6,710-81.2% |
| Admin fee / account holder | $332 | $7,877-95.8% | $6,730-95.1% | $11,403-97.1% |