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 | $18,409 | $88,672-79.2% | $105,223-82.5% | $82,448-77.7% |
| Participation rate | 84.2% | 67.9%+16.3pp | 75.0%+9.2pp | 68.1%+16.1pp |
| Annual return | 13.58% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,029 | $3,048-0.6% | $3,689-17.9% | $2,551+18.7% |
| Participant deferral / active EE | $1,120 | $4,036-72.3% | $5,072-77.9% | $4,139-72.9% |
| Admin fee / account holder | $5,644 | $7,146-21.0% | $8,859-36.3% | $7,234-22.0% |