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 | $8,879 | $77,899-88.6% | $149,673-94.1% | $75,163-88.2% |
| Participation rate | 83.8% | 65.6%+18.2pp | 78.8%+5.0pp | 67.2%+16.6pp |
| Annual return | 37.39% | 31.72%+5.7pp | 134.42%-97.0pp | 160.62%-123.2pp |
| Employer contribution / active EE | $1,015 | $3,137-67.7% | $4,818-78.9% | $2,670-62.0% |
| Participant deferral / active EE | $1,866 | $3,411-45.3% | $5,680-67.2% | $4,125-54.8% |
| Admin fee / account holder | $1,583 | $5,956-73.4% | $13,210-88.0% | $5,651-72.0% |