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 | $18,076 | $81,460-77.8% | $103,333-82.5% | $80,856-77.6% |
| Participation rate | 87.3% | 66.8%+20.5pp | 74.5%+12.8pp | 67.6%+19.7pp |
| Annual return | 12.15% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,543 | $3,105-18.1% | $3,868-34.3% | $2,755-7.7% |
| Participant deferral / active EE | $2,211 | $3,869-42.8% | $5,057-56.3% | $4,296-48.5% |
| Admin fee / account holder | $2,109 | $6,566-67.9% | $8,355-74.8% | $6,918-69.5% |