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 | $11,562 | $104,907-89.0% | $84,611-86.3% | $152,861-92.4% |
| Participation rate | 78.9% | 74.8%+4.1pp | 68.2%+10.7pp | 82.4%-3.5pp |
| Annual return | 12.36% | 373.79%-361.4pp | 258.74%-246.4pp | 345.32%-333.0pp |
| Employer contribution / active EE | $3,977 | $3,302+20.5% | $2,652+49.9% | $4,762-16.5% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $4,887 | $6,241-21.7% | $4,912-0.5% | $11,596-57.9% |