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 | $15,366 | $58,851-73.9% | $115,157-86.7% | $72,985-78.9% |
| Participation rate | 90.3% | 65.5%+24.8pp | 75.9%+14.4pp | 69.5%+20.8pp |
| Annual return | 27.82% | 23.16%+4.7pp | 35.60%-7.8pp | 81.00%-53.2pp |
| Employer contribution / active EE | $1,189 | $1,798-33.9% | $3,179-62.6% | $2,440-51.3% |
| Participant deferral / active EE | $2,622 | $2,643-0.8% | $4,168-37.1% | $3,607-27.3% |
| Admin fee / account holder | $1,292 | $6,370-79.7% | $7,088-81.8% | $5,124-74.8% |