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 | $19,284 | $81,208-76.3% | $98,907-80.5% | $79,858-75.9% |
| Participation rate | 73.8% | 72.5%+1.3pp | 76.0%-2.3pp | 69.6%+4.1pp |
| Annual return | 10.81% | 60.99%-50.2pp | 196.43%-185.6pp | 31.71%-20.9pp |
| Employer contribution / active EE | $935 | $1,960-52.3% | $2,689-65.2% | $2,471-62.1% |
| Participant deferral / active EE | $1,483 | $3,265-54.6% | $4,244-65.0% | $3,740-60.3% |
| Admin fee / account holder | $4,698 | $6,013-21.9% | $6,642-29.3% | $5,306-11.5% |