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 | $15,814 | $80,968-80.5% | $96,544-83.6% | $75,163-79.0% |
| Participation rate | 91.2% | 71.8%+19.4pp | 76.0%+15.2pp | 67.2%+24.0pp |
| Annual return | 16.50% | 27.06%-10.6pp | 25.84%-9.3pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,679 | $2,282-26.4% | $2,965-43.4% | $2,670-37.1% |
| Participant deferral / active EE | $3,624 | $3,928-7.8% | $4,851-25.3% | $4,125-12.2% |
| Admin fee / account holder | $1,102 | $6,724-83.6% | $8,252-86.6% | $5,651-80.5% |