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 | $6,106 | $80,968-92.5% | $96,544-93.7% | $75,163-91.9% |
| Participation rate | 96.1% | 71.8%+24.3pp | 76.0%+20.1pp | 67.2%+28.9pp |
| Annual return | 37.48% | 27.06%+10.4pp | 25.84%+11.6pp | 160.62%-123.1pp |
| Employer contribution / active EE | $836 | $2,282-63.4% | $2,965-71.8% | $2,670-68.7% |
| Participant deferral / active EE | $1,648 | $3,928-58.0% | $4,851-66.0% | $4,125-60.0% |
| Admin fee / account holder | $579 | $6,724-91.4% | $8,252-93.0% | $5,651-89.7% |