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 9-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 | $4,418 | $79,944-94.5% | $98,439-95.5% | $75,163-94.1% |
| Participation rate | 95.6% | 70.4%+25.2pp | 75.2%+20.4pp | 67.2%+28.4pp |
| Annual return | 16.78% | 19.75%-3.0pp | 21.16%-4.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,170 | $2,264-48.3% | $3,048-61.6% | $2,670-56.2% |
| Participant deferral / active EE | $1,406 | $3,752-62.5% | $4,738-70.3% | $4,125-65.9% |
| Admin fee / account holder | $986 | $6,840-85.6% | $8,948-89.0% | $5,651-82.6% |