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 | $21,926 | $85,766-74.4% | $136,294-83.9% | $70,131-68.7% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 42.80% | 31.45%+11.3pp | 5155.94%-5113.1pp | 73.14%-30.3pp |
| Employer contribution / active EE | $2,699 | $2,966-9.0% | $4,695-42.5% | $2,342+15.2% |
| Participant deferral / active EE | $5,329 | $5,051+5.5% | $6,247-14.7% | $3,332+59.9% |
| Admin fee / account holder | $508 | $5,420-90.6% | $9,243-94.5% | $4,645-89.1% |