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 | $17,227 | $65,561-73.7% | $86,188-80.0% | $75,163-77.1% |
| Participation rate | 79.2% | 60.5%+18.7pp | 69.0%+10.2pp | 67.2%+12.0pp |
| Annual return | 19.43% | 46.05%-26.6pp | 1168.45%-1149.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,422 | $1,553-8.4% | $2,380-40.3% | $2,670-46.7% |
| Participant deferral / active EE | $4,096 | $3,024+35.5% | $3,985+2.8% | $4,125-0.7% |
| Admin fee / account holder | $2,393 | $5,474-56.3% | $6,852-65.1% | $5,651-57.6% |