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 | $92,503 | $49,655+86.3% | $205,371-55.0% | $49,655+86.3% |
| Participation rate | 100.0% | 17.1%+82.9pp | 53.4%+46.6pp | 17.1%+82.9pp |
| Annual return | 19.10% | 9.82%+9.3pp | 6.25%+12.8pp | 9.82%+9.3pp |
| Employer contribution / active EE | $1,777 | $13,587-86.9% | $26,962-93.4% | $13,587-86.9% |
| Participant deferral / active EE | $3,515 | $81+4213.6% | $517+580.4% | $81+4213.6% |
| Admin fee / account holder | $1,672 | $2,893-42.2% | $13,227-87.4% | $2,893-42.2% |