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 | $8,831 | $87,013-89.9% | $106,213-91.7% | $80,856-89.1% |
| Participation rate | 97.8% | 70.4%+27.4pp | 75.3%+22.5pp | 67.6%+30.2pp |
| Annual return | 11.46% | 17.05%-5.6pp | 116.14%-104.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $890 | $2,395-62.8% | $3,171-71.9% | $2,755-67.7% |
| Participant deferral / active EE | $1,089 | $3,986-72.7% | $5,016-78.3% | $4,296-74.6% |
| Admin fee / account holder | $1,073 | $8,431-87.3% | $11,033-90.3% | $6,918-84.5% |