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 | $4,465 | $51,576-91.3% | $129,207-96.5% | $80,856-94.5% |
| Participation rate | 80.0% | 57.0%+23.0pp | 69.6%+10.4pp | 67.6%+12.4pp |
| Annual return | 20.03% | 20.81%-0.8pp | 9417.33%-9397.3pp | 35.59%-15.6pp |
| Employer contribution / active EE | $813 | $1,584-48.7% | $4,153-80.4% | $2,755-70.5% |
| Participant deferral / active EE | $643 | $2,669-75.9% | $4,168-84.6% | $4,296-85.0% |
| Admin fee / account holder | $1,652 | $4,305-61.6% | $7,715-78.6% | $6,918-76.1% |