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 | $27,994 | $87,841-68.1% | $133,980-79.1% | $62,891-55.5% |
| Participation rate | 89.5% | 83.4%+6.1pp | 87.1%+2.4pp | 69.3%+20.2pp |
| Annual return | 9.95% | 12.05%-2.1pp | 29.30%-19.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2,222 | $3,483-36.2% | $5,211-57.4% | $2,281-2.6% |
| Participant deferral / active EE | $2,150 | $4,812-55.3% | $6,282-65.8% | $3,203-32.9% |
| Admin fee / account holder | $2,072 | $5,371-61.4% | $9,324-77.8% | $4,296-51.8% |