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 | $7,705 | $85,766-91.0% | $136,294-94.3% | $70,131-89.0% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 52.82% | 31.45%+21.4pp | 5155.94%-5103.1pp | 73.14%-20.3pp |
| Employer contribution / active EE | $1,527 | $2,966-48.5% | $4,695-67.5% | $2,342-34.8% |
| Participant deferral / active EE | $2,275 | $5,051-55.0% | $6,247-63.6% | $3,332-31.7% |
| Admin fee / account holder | $805 | $5,420-85.1% | $9,243-91.3% | $4,645-82.7% |