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.
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 | $18,776 | $76,367-75.4% | $93,606-79.9% | $72,985-74.3% |
| Participation rate | 98.7% | 71.7%+26.9pp | 75.8%+22.8pp | 69.5%+29.2pp |
| Annual return | 27.95% | 25.82%+2.1pp | 32.76%-4.8pp | 81.00%-53.1pp |
| Employer contribution / active EE | $1,376 | $2,275-39.5% | $2,718-49.4% | $2,440-43.6% |
| Participant deferral / active EE | $3,752 | $3,538+6.0% | $4,069-7.8% | $3,607+4.0% |
| Admin fee / account holder | $1,198 | $6,838-82.5% | $7,888-84.8% | $5,124-76.6% |