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 8-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 | $15,247 | $176,056-91.3% | $159,436-90.4% | $167,490-90.9% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 19.10% | 331.75%-312.7pp | 263.57%-244.5pp | 478.56%-459.5pp |
| Employer contribution / active EE | $4,508 | $5,297-14.9% | $4,829-6.7% | $4,837-6.8% |
| Participant deferral / active EE | $2,431 | $7,750-68.6% | $7,352-66.9% | $6,341-61.7% |
| Admin fee / account holder | $401 | $12,554-96.8% | $10,799-96.3% | $12,309-96.7% |