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 | $10,807 | $53,127-79.7% | $86,590-87.5% | $70,131-84.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.60% | 27.66%-12.1pp | 964.84%-949.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,919 | $2,068+41.1% | $2,839+2.8% | $2,342+24.6% |
| Participant deferral / active EE | $4,477 | $2,696+66.1% | $3,609+24.1% | $3,332+34.4% |
| Admin fee / account holder | $2,097 | $3,585-41.5% | $4,906-57.3% | $4,645-54.9% |