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 | $10,823 | $76,552-85.9% | $123,892-91.3% | $62,891-82.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 20.59% | 18.68%+1.9pp | 47.52%-26.9pp | 20.14%+0.4pp |
| Employer contribution / active EE | $2,810 | $2,883-2.5% | $4,617-39.1% | $2,281+23.2% |
| Participant deferral / active EE | $5,045 | $4,840+4.2% | $5,984-15.7% | $3,203+57.5% |
| Admin fee / account holder | $424 | $4,826-91.2% | $8,357-94.9% | $4,296-90.1% |