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 | $17,585 | $70,002-74.9% | $115,037-84.7% | $52,331-66.4% |
| Participation rate | 87.4% | 72.1%+15.3pp | 81.4%+6.0pp | 68.1%+19.3pp |
| Annual return | 8.26% | 4.04%+4.2pp | 26.14%-17.9pp | 4.54%+3.7pp |
| Employer contribution / active EE | $1,985 | $2,715-26.9% | $4,608-56.9% | $1,882+5.5% |
| Participant deferral / active EE | $4,263 | $4,920-13.3% | $6,026-29.3% | $3,022+41.1% |
| Admin fee / account holder | $6,709 | $566+1085.2% | $8,175-17.9% | $592+1034.0% |