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 | $15,807 | $113,339-86.1% | $94,993-83.4% | $147,584-89.3% |
| Participation rate | 90.9% | 78.0%+12.9pp | 73.9%+17.0pp | 82.8%+8.1pp |
| Annual return | 15.07% | 20.77%-5.7pp | 27.12%-12.1pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,962 | $3,160-37.9% | $2,603-24.6% | $4,876-59.8% |
| Participant deferral / active EE | $4,364 | $3,777+15.5% | $3,317+31.6% | $5,439-19.8% |
| Admin fee / account holder | $328 | $6,063-94.6% | $4,960-93.4% | $10,885-97.0% |