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 | $26,514 | $198,466-86.6% | $170,442-84.4% | $147,584-82.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 17.68% | 257.29%-239.6pp | 205.93%-188.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,344 | $6,184-62.1% | $5,433-56.9% | $4,876-51.9% |
| Participant deferral / active EE | $2,391 | $5,629-57.5% | $4,939-51.6% | $5,439-56.0% |
| Admin fee / account holder | $7,000 | $16,852-58.5% | $13,880-49.6% | $10,885-35.7% |