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 | $14,723 | $86,286-82.9% | $111,297-86.8% | $85,850-82.8% |
| Participation rate | 92.3% | 73.3%+19.0pp | 77.3%+15.0pp | 69.3%+23.0pp |
| Annual return | 16.86% | 19.99%-3.1pp | 54.65%-37.8pp | 318.53%-301.7pp |
| Employer contribution / active EE | $1,871 | $2,043-8.4% | $2,731-31.5% | $2,565-27.0% |
| Participant deferral / active EE | $1,288 | $3,641-64.6% | $4,487-71.3% | $3,952-67.4% |
| Admin fee / account holder | $1,097 | $8,188-86.6% | $7,964-86.2% | $6,260-82.5% |