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 | $34,086 | $100,041-65.9% | $149,718-77.2% | $70,131-51.4% |
| Participation rate | 86.0% | 83.6%+2.4pp | 87.1%-1.1pp | 69.5%+16.4pp |
| Annual return | 25.08% | 27.43%-2.4pp | 1501.63%-1476.6pp | 73.14%-48.1pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,273 | $4,983+46.0% | $6,569+10.7% | $3,332+118.3% |
| Admin fee / account holder | $850 | $8,286-89.7% | $11,283-92.5% | $4,645-81.7% |