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 | $20,308 | $99,652-79.6% | $78,778-74.2% | $147,584-86.2% |
| Participation rate | 93.8% | 76.2%+17.5pp | 69.2%+24.6pp | 82.8%+10.9pp |
| Annual return | 21.83% | 47.28%-25.5pp | 35.62%-13.8pp | 578.55%-556.7pp |
| Employer contribution / active EE | $4,316 | $2,796+54.4% | $1,986+117.4% | $4,876-11.5% |
| Participant deferral / active EE | $3,480 | $3,664-5.0% | $2,958+17.6% | $5,439-36.0% |
| Admin fee / account holder | $305 | $7,155-95.7% | $5,134-94.1% | $10,885-97.2% |