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 | $28,629 | $197,591-85.5% | $177,821-83.9% | $158,922-82.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 33.00% | 58.76%-25.8pp | 48.32%-15.3pp | 302.83%-269.8pp |
| Employer contribution / active EE | $1,595 | $6,697-76.2% | $5,918-73.0% | $4,761-66.5% |
| Participant deferral / active EE | $5,110 | $8,405-39.2% | $7,714-33.8% | $5,982-14.6% |
| Admin fee / account holder | $2,231 | $15,399-85.5% | $12,427-82.0% | $11,246-80.2% |