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 | $2,817 | $102,616-97.3% | $81,983-96.6% | $158,922-98.2% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 20.82% | 61.04%-40.2pp | 41.31%-20.5pp | 302.83%-282.0pp |
| Employer contribution / active EE | $826 | $3,240-74.5% | $2,498-66.9% | $4,761-82.6% |
| Participant deferral / active EE | $1,390 | $4,648-70.1% | $3,722-62.6% | $5,982-76.8% |
| Admin fee / account holder | $653 | $8,235-92.1% | $5,664-88.5% | $11,246-94.2% |