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 | $16,457 | $58,828-72.0% | $77,999-78.9% | $62,891-73.8% |
| Participation rate | 98.2% | 71.1%+27.2pp | 75.5%+22.7pp | 69.3%+28.9pp |
| Annual return | 11.97% | 17.16%-5.2pp | 425.96%-414.0pp | 20.14%-8.2pp |
| Employer contribution / active EE | $2,630 | $1,672+57.3% | $2,470+6.5% | $2,281+15.3% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $804 | $4,393-81.7% | $5,480-85.3% | $4,296-81.3% |