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 | $17,019 | $54,541-68.8% | $78,778-78.4% | $70,131-75.7% |
| Participation rate | 91.7% | 60.8%+30.9pp | 69.2%+22.5pp | 69.5%+22.1pp |
| Annual return | 17.44% | 21.07%-3.6pp | 35.62%-18.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,334 | $1,089+22.5% | $1,986-32.8% | $2,342-43.1% |
| Participant deferral / active EE | $2,600 | $2,210+17.6% | $2,958-12.1% | $3,332-22.0% |
| Admin fee / account holder | $3,570 | $3,709-3.7% | $5,134-30.5% | $4,645-23.2% |