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 | $13,364 | $109,359-87.8% | $162,163-91.8% | $72,985-81.7% |
| Participation rate | 93.9% | 84.3%+9.7pp | 87.6%+6.4pp | 69.5%+24.5pp |
| Annual return | 37.49% | 25.46%+12.0pp | 115.59%-78.1pp | 81.00%-43.5pp |
| Employer contribution / active EE | $1,392 | $3,907-64.4% | $5,614-75.2% | $2,440-43.0% |
| Participant deferral / active EE | $1,863 | $5,481-66.0% | $7,298-74.5% | $3,607-48.4% |
| Admin fee / account holder | $311 | $7,972-96.1% | $10,843-97.1% | $5,124-93.9% |