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 | $14,323 | $115,882-87.6% | $100,516-85.8% | $158,922-91.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 37.10% | 34.79%+2.3pp | 30.89%+6.2pp | 302.83%-265.7pp |
| Employer contribution / active EE | $4,295 | $4,103+4.7% | $3,418+25.7% | $4,761-9.8% |
| Participant deferral / active EE | $6,366 | $6,674-4.6% | $6,270+1.5% | $5,982+6.4% |
| Admin fee / account holder | $2,379 | $10,995-78.4% | $8,081-70.6% | $11,246-78.8% |