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 | $11,984 | $135,952-91.2% | $123,892-90.3% | $273,961-95.6% |
| Participation rate | 86.4% | 84.1%+2.3pp | 81.4%+5.0pp | 83.0%+3.3pp |
| Annual return | 18.41% | 56.63%-38.2pp | 47.52%-29.1pp | 41.45%-23.0pp |
| Employer contribution / active EE | $1,830 | $5,170-64.6% | $4,617-60.4% | $4,869-62.4% |
| Participant deferral / active EE | $3,796 | $6,343-40.1% | $5,984-36.6% | $5,287-28.2% |
| Admin fee / account holder | $601 | $9,817-93.9% | $8,357-92.8% | $10,132-94.1% |