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 | $12,828 | $77,634-83.5% | $156,549-91.8% | $62,891-79.6% |
| Participation rate | 78.8% | 71.2%+7.5pp | 84.0%-5.3pp | 69.3%+9.4pp |
| Annual return | 10.84% | 50.32%-39.5pp | 32.23%-21.4pp | 20.14%-9.3pp |
| Employer contribution / active EE | $947 | $3,444-72.5% | $5,501-82.8% | $2,281-58.5% |
| Participant deferral / active EE | $1,724 | $3,045-43.4% | $4,871-64.6% | $3,203-46.2% |
| Admin fee / account holder | $446 | $5,561-92.0% | $13,027-96.6% | $4,296-89.6% |