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 | $11,435 | $78,422-85.4% | $95,952-88.1% | $79,858-85.7% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.1%+19.1pp | 69.6%+26.5pp |
| Annual return | 16.38% | 19.37%-3.0pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,411 | $1,945-27.5% | $2,541-44.5% | $2,471-42.9% |
| Participant deferral / active EE | $1,375 | $3,440-60.0% | $4,167-67.0% | $3,740-63.2% |
| Admin fee / account holder | $1,646 | $5,622-70.7% | $6,795-75.8% | $5,306-69.0% |