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 | $16,104 | $185,822-91.3% | $169,993-90.5% | $139,434-88.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 19.67% | 60.50%-40.8pp | 53.37%-33.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $7,844 | $7,590+3.3% | $6,785+15.6% | $4,751+65.1% |
| Participant deferral / active EE | $240 | $11,622-97.9% | $10,408-97.7% | $6,710-96.4% |
| Admin fee / account holder | $477 | $15,381-96.9% | $12,815-96.3% | $11,403-95.8% |