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 | $12,475 | $135,952-90.8% | $123,892-89.9% | $273,961-95.4% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 8.40% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,708 | $5,170-67.0% | $4,617-63.0% | $4,869-64.9% |
| Participant deferral / active EE | $2,997 | $6,343-52.7% | $5,984-49.9% | $5,287-43.3% |
| Admin fee / account holder | $527 | $9,817-94.6% | $8,357-93.7% | $10,132-94.8% |