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 | $13,539 | $64,324-79.0% | $118,925-88.6% | $79,858-83.0% |
| Participation rate | 91.2% | 64.9%+26.3pp | 75.4%+15.8pp | 69.6%+21.5pp |
| Annual return | 19.59% | 86.45%-66.9pp | 35.88%-16.3pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,840 | $1,836+0.2% | $3,263-43.6% | $2,471-25.5% |
| Participant deferral / active EE | $3,436 | $2,824+21.7% | $4,265-19.4% | $3,740-8.1% |
| Admin fee / account holder | $1,343 | $4,040-66.8% | $6,581-79.6% | $5,306-74.7% |