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 | $16,019 | $105,859-84.9% | $90,160-82.2% | $147,584-89.1% |
| Participation rate | 79.2% | 79.7%-0.6pp | 76.9%+2.3pp | 82.8%-3.7pp |
| Annual return | 16.31% | 37.63%-21.3pp | 34.88%-18.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,430 | $4,126-65.3% | $3,318-56.9% | $4,876-70.7% |
| Participant deferral / active EE | $2,720 | $5,733-52.6% | $5,288-48.6% | $5,439-50.0% |
| Admin fee / account holder | $698 | $8,046-91.3% | $5,943-88.2% | $10,885-93.6% |