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 | $5,310 | $100,901-94.7% | $75,670-93.0% | $147,584-96.4% |
| Participation rate | 85.7% | 77.1%+8.6pp | 72.3%+13.4pp | 82.8%+2.9pp |
| Annual return | 42.99% | 35.78%+7.2pp | 27.34%+15.6pp | 578.55%-535.6pp |
| Employer contribution / active EE | $1,247 | $3,253-61.7% | $2,352-47.0% | $4,876-74.4% |
| Participant deferral / active EE | $4,212 | $4,027+4.6% | $3,142+34.0% | $5,439-22.6% |
| Admin fee / account holder | $1,630 | $11,285-85.6% | $5,800-71.9% | $10,885-85.0% |