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 | $13,602 | $86,286-84.2% | $111,297-87.8% | $85,850-84.2% |
| Participation rate | 71.4% | 73.3%-1.9pp | 77.3%-5.9pp | 69.3%+2.1pp |
| Annual return | 13.87% | 19.99%-6.1pp | 54.65%-40.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $741 | $2,043-63.7% | $2,731-72.9% | $2,565-71.1% |
| Participant deferral / active EE | $457 | $3,641-87.4% | $4,487-89.8% | $3,952-88.4% |
| Admin fee / account holder | $896 | $8,188-89.1% | $7,964-88.7% | $6,260-85.7% |