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 | $20,033 | $181,894-89.0% | $156,549-87.2% | $273,961-92.7% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 14.65% | 30.74%-16.1pp | 32.23%-17.6pp | 41.45%-26.8pp |
| Employer contribution / active EE | $3,107 | $6,248-50.3% | $5,501-43.5% | $4,869-36.2% |
| Participant deferral / active EE | $5,477 | $5,550-1.3% | $4,871+12.4% | $5,287+3.6% |
| Admin fee / account holder | $871 | $15,559-94.4% | $13,027-93.3% | $10,132-91.4% |