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 | $22,584 | $153,772-85.3% | $133,980-83.1% | $273,961-91.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 16.77% | 36.51%-19.7pp | 29.30%-12.5pp | 41.45%-24.7pp |
| Employer contribution / active EE | $1,731 | $6,029-71.3% | $5,211-66.8% | $4,869-64.5% |
| Participant deferral / active EE | $11,530 | $6,958+65.7% | $6,282+83.5% | $5,287+118.1% |
| Admin fee / account holder | $301 | $11,765-97.4% | $9,324-96.8% | $10,132-97.0% |