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 | $7,304 | $90,503-91.9% | $78,689-90.7% | $273,961-97.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.03% | 75.60%-67.6pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,206 | $3,176-62.0% | $2,851-57.7% | $4,869-75.2% |
| Participant deferral / active EE | $2,010 | $3,901-48.5% | $3,517-42.8% | $5,287-62.0% |
| Admin fee / account holder | $750 | $5,263-85.8% | $4,510-83.4% | $10,132-92.6% |