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 | $3,615 | $176,377-98.0% | $134,143-97.3% | $158,922-97.7% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 50.28% | 63.63%-13.4pp | 36.33%+13.9pp | 302.83%-252.5pp |
| Employer contribution / active EE | $641 | $5,040-87.3% | $3,704-82.7% | $4,761-86.5% |
| Participant deferral / active EE | $823 | $4,091-79.9% | $3,499-76.5% | $5,982-86.3% |
| Admin fee / account holder | $781 | $8,718-91.0% | $6,684-88.3% | $11,246-93.1% |