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 3-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 | $10,201 | $238,490-95.7% | $180,183-94.3% | $142,382-92.8% |
| Participation rate | 84.6% | 82.3%+2.4pp | 77.4%+7.2pp | 80.1%+4.5pp |
| Annual return | 18.89% | 33.56%-14.7pp | 27.86%-9.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,711 | $6,143-72.1% | $5,039-66.0% | $4,299-60.2% |
| Participant deferral / active EE | $2,147 | $7,996-73.1% | $6,822-68.5% | $6,507-67.0% |
| Admin fee / account holder | $1,111 | $28,866-96.2% | $19,975-94.4% | $12,624-91.2% |