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 | $19,685 | $72,177-72.7% | $115,037-82.9% | $59,632-67.0% |
| Participation rate | 74.5% | 72.6%+2.0pp | 81.4%-6.8pp | 68.7%+5.9pp |
| Annual return | 1.52% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $3,504 | $2,841+23.3% | $4,608-24.0% | $2,203+59.1% |
| Participant deferral / active EE | $6,932 | $4,783+44.9% | $6,026+15.0% | $3,192+117.2% |
| Admin fee / account holder | $7,448 | $4,927+51.2% | $8,175-8.9% | $4,297+73.3% |