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 | $12,594 | $59,839-79.0% | $81,983-84.6% | $79,858-84.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 12.31% | 17.56%-5.2pp | 41.31%-29.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,112 | $1,713+23.2% | $2,498-15.5% | $2,471-14.5% |
| Participant deferral / active EE | $3,030 | $2,695+12.4% | $3,722-18.6% | $3,740-19.0% |
| Admin fee / account holder | $374 | $4,287-91.3% | $5,664-93.4% | $5,306-92.9% |