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 | $9,851 | $104,907-90.6% | $84,611-88.4% | $152,861-93.6% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.4%+7.6pp |
| Annual return | 26.21% | 373.79%-347.6pp | 258.74%-232.5pp | 345.32%-319.1pp |
| Employer contribution / active EE | $631 | $3,302-80.9% | $2,652-76.2% | $4,762-86.8% |
| Participant deferral / active EE | $2,052 | $4,688-56.2% | $3,899-47.4% | $5,850-64.9% |
| Admin fee / account holder | $858 | $6,241-86.3% | $4,912-82.5% | $11,596-92.6% |