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 | $19,826 | $96,965-79.6% | $97,995-79.8% | $147,584-86.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 22.62% | 24.11%-1.5pp | 23.94%-1.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $4,057 | $4,536-10.6% | $4,158-2.4% | $4,876-16.8% |
| Participant deferral / active EE | $6,920 | $5,081+36.2% | $5,097+35.8% | $5,439+27.2% |
| Admin fee / account holder | $637 | $8,120-92.2% | $5,943-89.3% | $10,885-94.1% |