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 | $20,249 | $135,952-85.1% | $123,892-83.7% | $273,961-92.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.40% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,157 | $5,170-58.3% | $4,617-53.3% | $4,869-55.7% |
| Participant deferral / active EE | $3,215 | $6,343-49.3% | $5,984-46.3% | $5,287-39.2% |
| Admin fee / account holder | $310 | $9,817-96.8% | $8,357-96.3% | $10,132-96.9% |