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 | $8,118 | $49,791-83.7% | $78,210-89.6% | $70,131-88.4% |
| Participation rate | 92.0% | 62.3%+29.7pp | 68.7%+23.3pp | 69.5%+22.5pp |
| Annual return | 13.46% | 20.75%-7.3pp | 40.90%-27.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,083 | $1,430-24.3% | $2,034-46.8% | $2,342-53.8% |
| Participant deferral / active EE | $1,354 | $2,150-37.0% | $2,823-52.0% | $3,332-59.4% |
| Admin fee / account holder | $625 | $3,181-80.4% | $3,758-83.4% | $4,645-86.6% |