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 | $20,554 | $226,064-90.9% | $182,532-88.7% | $152,861-86.6% |
| Participation rate | 95.8% | 82.5%+13.4pp | 78.0%+17.9pp | 82.4%+13.4pp |
| Annual return | 9.65% | 192.51%-182.9pp | 148.54%-138.9pp | 345.32%-335.7pp |
| Employer contribution / active EE | $1,250 | $4,978-74.9% | $4,076-69.3% | $4,762-73.7% |
| Participant deferral / active EE | $992 | $6,368-84.4% | $5,524-82.0% | $5,850-83.0% |
| Admin fee / account holder | $576 | $10,703-94.6% | $8,592-93.3% | $11,596-95.0% |