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 | $24,867 | $95,803-74.0% | $113,168-78.0% | $84,808-70.7% |
| Participation rate | 87.8% | 72.9%+14.9pp | 76.6%+11.2pp | 68.3%+19.4pp |
| Annual return | 21.01% | 25.00%-4.0pp | 24.27%-3.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,935 | $4,242-54.4% | $5,107-62.1% | $4,212-54.1% |
| Admin fee / account holder | $2,415 | $8,989-73.1% | $12,068-80.0% | $7,344-67.1% |