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 | $26,172 | $83,477-68.6% | $125,175-79.1% | $72,985-64.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 36.12% | 25.78%+10.3pp | 43.79%-7.7pp | 81.00%-44.9pp |
| Employer contribution / active EE | $4,674 | $2,345+99.3% | $3,865+20.9% | $2,440+91.6% |
| Participant deferral / active EE | $3,466 | $3,585-3.3% | $4,937-29.8% | $3,607-3.9% |
| Admin fee / account holder | $2,491 | $5,517-54.9% | $9,702-74.3% | $5,124-51.4% |