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 | $47,394 | $264,545-82.1% | $186,774-74.6% | $287,075-83.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 55.8%+44.2pp | 55.8%+44.2pp |
| Annual return | 13.23% | 8.01%+5.2pp | 7.78%+5.4pp | 24.42%-11.2pp |
| Employer contribution / active EE | $5,166 | $41,524-87.6% | $32,517-84.1% | $41,338-87.5% |
| Participant deferral / active EE | $1,335 | $359+271.7% | $504+165.0% | $55+2314.9% |
| Admin fee / account holder | $8,411 | $2,053+309.8% | $3,044+176.3% | $22,079-61.9% |