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 | $17,133 | $93,346-81.6% | $71,796-76.1% | $273,961-93.7% |
| Participation rate | 92.9% | 76.5%+16.3pp | 69.1%+23.7pp | 83.0%+9.8pp |
| Annual return | 5.94% | 130.39%-124.4pp | 78.04%-72.1pp | 41.45%-35.5pp |
| Employer contribution / active EE | $584 | $2,733-78.6% | $1,924-69.7% | $4,869-88.0% |
| Participant deferral / active EE | $1,241 | $3,475-64.3% | $2,794-55.6% | $5,287-76.5% |
| Admin fee / account holder | $883 | $6,571-86.6% | $4,815-81.7% | $10,132-91.3% |