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 | $8,783 | $135,952-93.5% | $123,892-92.9% | $273,961-96.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 5.88% | 56.63%-50.8pp | 47.52%-41.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $962 | $5,170-81.4% | $4,617-79.2% | $4,869-80.2% |
| Participant deferral / active EE | $2,523 | $6,343-60.2% | $5,984-57.8% | $5,287-52.3% |
| Admin fee / account holder | $346 | $9,817-96.5% | $8,357-95.9% | $10,132-96.6% |