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 | $16,411 | $77,813-78.9% | $123,544-86.7% | $64,186-74.4% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | 10.72% | 12.48%-1.8pp | 119.20%-108.5pp | 7.63%+3.1pp |
| Employer contribution / active EE | $1,697 | $3,014-43.7% | $4,628-63.3% | $2,381-28.7% |
| Participant deferral / active EE | $3,602 | $5,240-31.3% | $6,426-43.9% | $3,470+3.8% |
| Admin fee / account holder | $392 | $5,519-92.9% | $9,284-95.8% | $4,888-92.0% |