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 | $19,482 | $83,477-76.7% | $125,175-84.4% | $72,985-73.3% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.5%+26.9pp |
| Annual return | 17.88% | 25.78%-7.9pp | 43.79%-25.9pp | 81.00%-63.1pp |
| Employer contribution / active EE | $991 | $2,345-57.8% | $3,865-74.4% | $2,440-59.4% |
| Participant deferral / active EE | $896 | $3,585-75.0% | $4,937-81.9% | $3,607-75.2% |
| Admin fee / account holder | $5,684 | $5,517+3.0% | $9,702-41.4% | $5,124+10.9% |