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 | $6,073 | $83,337-92.7% | $67,834-91.0% | $273,961-97.8% |
| Participation rate | 90.0% | 76.4%+13.6pp | 68.8%+21.2pp | 83.0%+7.0pp |
| Annual return | 16.40% | 259.45%-243.0pp | 138.47%-122.1pp | 41.45%-25.0pp |
| Employer contribution / active EE | $933 | $3,287-71.6% | $2,403-61.2% | $4,869-80.8% |
| Participant deferral / active EE | $3,172 | $4,088-22.4% | $3,160+0.4% | $5,287-40.0% |
| Admin fee / account holder | $790 | $6,752-88.3% | $4,622-82.9% | $10,132-92.2% |