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 | $17,729 | $98,240-82.0% | $82,313-78.5% | $147,584-88.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 36.95% | 30.85%+6.1pp | 25.88%+11.1pp | 578.55%-541.6pp |
| Employer contribution / active EE | $1,324 | $3,192-58.5% | $2,428-45.5% | $4,876-72.8% |
| Participant deferral / active EE | $15,670 | $4,383+257.5% | $3,706+322.8% | $5,439+188.1% |
| Admin fee / account holder | $2,983 | $8,563-65.2% | $5,608-46.8% | $10,885-72.6% |