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 | $20,591 | $165,335-87.5% | $149,696-86.2% | $158,922-87.0% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 12.23% | 348.15%-335.9pp | 276.60%-264.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,259 | $5,103-75.3% | $4,644-72.9% | $4,761-73.6% |
| Participant deferral / active EE | $1,629 | $7,181-77.3% | $6,842-76.2% | $5,982-72.8% |
| Admin fee / account holder | $515 | $10,807-95.2% | $9,309-94.5% | $11,246-95.4% |