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 | $20,721 | $85,766-75.8% | $136,294-84.8% | $70,131-70.5% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 21.64% | 31.45%-9.8pp | 5155.94%-5134.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $1,202 | $2,966-59.5% | $4,695-74.4% | $2,342-48.7% |
| Participant deferral / active EE | $2,395 | $5,051-52.6% | $6,247-61.7% | $3,332-28.1% |
| Admin fee / account holder | $3,563 | $5,420-34.3% | $9,243-61.5% | $4,645-23.3% |