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 | $15,567 | $89,355-82.6% | $141,162-89.0% | $72,985-78.7% |
| Participation rate | 96.4% | 75.1%+21.2pp | 82.5%+13.9pp | 69.5%+26.9pp |
| Annual return | 41.75% | 111.85%-70.1pp | 71.39%-29.6pp | 81.00%-39.3pp |
| Employer contribution / active EE | $2,800 | $3,114-10.1% | $4,735-40.9% | $2,440+14.7% |
| Participant deferral / active EE | $6,519 | $5,418+20.3% | $6,709-2.8% | $3,607+80.7% |
| Admin fee / account holder | $738 | $5,958-87.6% | $10,261-92.8% | $5,124-85.6% |