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 | $8,410 | $90,503-90.7% | $78,689-89.3% | $273,961-96.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 13.86% | 75.60%-61.7pp | 62.18%-48.3pp | 41.45%-27.6pp |
| Employer contribution / active EE | $3,485 | $3,176+9.7% | $2,851+22.3% | $4,869-28.4% |
| Participant deferral / active EE | $1,160 | $3,901-70.3% | $3,517-67.0% | $5,287-78.1% |
| Admin fee / account holder | $495 | $5,263-90.6% | $4,510-89.0% | $10,132-95.1% |