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 | $13,052 | $167,484-92.2% | $151,611-91.4% | $134,475-90.3% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -15.24% | 7.80%-23.0pp | 3.33%-18.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,671 | $6,829-75.5% | $6,166-72.9% | $4,740-64.7% |
| Participant deferral / active EE | $2,182 | $8,986-75.7% | $8,363-73.9% | $6,400-65.9% |
| Admin fee / account holder | $474 | $13,783-96.6% | $11,616-95.9% | $11,426-95.9% |