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 | $16,490 | $80,968-79.6% | $96,544-82.9% | $75,163-78.1% |
| Participation rate | 96.8% | 71.8%+25.0pp | 76.0%+20.8pp | 67.2%+29.6pp |
| Annual return | 15.43% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,341 | $2,282-41.2% | $2,965-54.8% | $2,670-49.8% |
| Participant deferral / active EE | $2,806 | $3,928-28.6% | $4,851-42.2% | $4,125-32.0% |
| Admin fee / account holder | $809 | $6,724-88.0% | $8,252-90.2% | $5,651-85.7% |