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 | $31,575 | $183,963-82.8% | $162,163-80.5% | $152,861-79.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 30.91% | 150.76%-119.8pp | 115.59%-84.7pp | 345.32%-314.4pp |
| Employer contribution / active EE | $1,946 | $6,371-69.5% | $5,614-65.3% | $4,762-59.1% |
| Participant deferral / active EE | $3,461 | $8,034-56.9% | $7,298-52.6% | $5,850-40.8% |
| Admin fee / account holder | $774 | $13,121-94.1% | $10,843-92.9% | $11,596-93.3% |