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 | $10,111 | $87,540-88.5% | $75,781-86.7% | $125,391-91.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 5.39% | 13.48%-8.1pp | 9.68%-4.3pp | 282.22%-276.8pp |
| Employer contribution / active EE | $1,373 | $3,930-65.1% | $3,323-58.7% | $4,866-71.8% |
| Participant deferral / active EE | $1,858 | $4,229-56.1% | $3,651-49.1% | $5,352-65.3% |
| Admin fee / account holder | $305 | $6,502-95.3% | $5,299-94.2% | $9,540-96.8% |