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 | $24,920 | $86,929-71.3% | $102,423-75.7% | $80,856-69.2% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 19.02% | 18.88%+0.1pp | 29.32%-10.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,565 | $2,369-34.0% | $3,023-48.2% | $2,755-43.2% |
| Participant deferral / active EE | $3,825 | $4,118-7.1% | $5,053-24.3% | $4,296-11.0% |
| Admin fee / account holder | $3,199 | $8,049-60.3% | $9,451-66.1% | $6,918-53.8% |