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 9-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 | $28,235 | $49,655-43.1% | $205,371-86.3% | $49,655-43.1% |
| Participation rate | 80.0% | 17.1%+62.9pp | 53.4%+26.6pp | 17.1%+62.9pp |
| Annual return | 10.55% | 9.82%+0.7pp | 6.25%+4.3pp | 9.82%+0.7pp |
| Employer contribution / active EE | $0 | $13,587-100.0% | $26,962-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $1,355 | $81+1562.9% | $517+162.3% | $81+1562.9% |
| Admin fee / account holder | $4,972 | $2,893+71.8% | $13,227-62.4% | $2,893+71.8% |