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 5-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 | $23,169 | $185,822-87.5% | $169,993-86.4% | $139,434-83.4% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 31.82% | 60.50%-28.7pp | 53.37%-21.5pp | 372.94%-341.1pp |
| Employer contribution / active EE | $4,688 | $7,590-38.2% | $6,785-30.9% | $4,751-1.3% |
| Participant deferral / active EE | $1,260 | $11,622-89.2% | $10,408-87.9% | $6,710-81.2% |
| Admin fee / account holder | $2,338 | $15,381-84.8% | $12,815-81.8% | $11,403-79.5% |