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 | $7,022 | $98,240-92.9% | $82,313-91.5% | $147,584-95.2% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.3pp | 82.8%+5.4pp |
| Annual return | 12.76% | 30.85%-18.1pp | 25.88%-13.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,067 | $3,192-35.2% | $2,428-14.9% | $4,876-57.6% |
| Participant deferral / active EE | $2,250 | $4,383-48.7% | $3,706-39.3% | $5,439-58.6% |
| Admin fee / account holder | $8,085 | $8,563-5.6% | $5,608+44.2% | $10,885-25.7% |