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 | $25,473 | $78,422-67.5% | $95,952-73.5% | $79,858-68.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.26% | 19.37%-9.1pp | 91.61%-81.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,277 | $1,945-34.4% | $2,541-49.8% | $2,471-48.3% |
| Participant deferral / active EE | $830 | $3,440-75.9% | $4,167-80.1% | $3,740-77.8% |
| Admin fee / account holder | $4,277 | $5,622-23.9% | $6,795-37.1% | $5,306-19.4% |