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 | $10,065 | $153,772-93.5% | $133,980-92.5% | $273,961-96.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 30.27% | 36.51%-6.2pp | 29.30%+1.0pp | 41.45%-11.2pp |
| Employer contribution / active EE | $4,431 | $6,029-26.5% | $5,211-15.0% | $4,869-9.0% |
| Participant deferral / active EE | $5,811 | $6,958-16.5% | $6,282-7.5% | $5,287+9.9% |
| Admin fee / account holder | $2,956 | $11,765-74.9% | $9,324-68.3% | $10,132-70.8% |