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 | $5,672 | $91,190-93.8% | $178,490-96.8% | $79,858-92.9% |
| Participation rate | 83.0% | 69.2%+13.8pp | 81.9%+1.1pp | 69.6%+13.3pp |
| Annual return | 16.32% | 24.19%-7.9pp | 151.07%-134.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $620 | $3,256-81.0% | $5,011-87.6% | $2,471-74.9% |
| Participant deferral / active EE | $1,640 | $3,236-49.3% | $5,202-68.5% | $3,740-56.1% |
| Admin fee / account holder | $453 | $6,751-93.3% | $13,984-96.8% | $5,306-91.5% |