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 | $9,402 | $115,882-91.9% | $100,516-90.6% | $158,922-94.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.44% | 34.79%-16.4pp | 30.89%-12.5pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,154 | $4,103-71.9% | $3,418-66.2% | $4,761-75.8% |
| Participant deferral / active EE | $2,228 | $6,674-66.6% | $6,270-64.5% | $5,982-62.8% |
| Admin fee / account holder | $561 | $10,995-94.9% | $8,081-93.1% | $11,246-95.0% |