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 | $11,879 | $70,002-83.0% | $115,037-89.7% | $52,331-77.3% |
| Participation rate | 89.2% | 72.1%+17.1pp | 81.4%+7.8pp | 68.1%+21.1pp |
| Annual return | -0.42% | 4.04%-4.5pp | 26.14%-26.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $879 | $2,715-67.6% | $4,608-80.9% | $1,882-53.3% |
| Participant deferral / active EE | $2,023 | $4,920-58.9% | $6,026-66.4% | $3,022-33.1% |
| Admin fee / account holder | $1,818 | $566+221.3% | $8,175-77.8% | $592+207.4% |