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 | $24,030 | $98,750-75.7% | $149,696-83.9% | $79,858-69.9% |
| Participation rate | 95.7% | 75.8%+20.0pp | 82.5%+13.3pp | 69.6%+26.1pp |
| Annual return | 22.21% | 27.43%-5.2pp | 276.60%-254.4pp | 31.71%-9.5pp |
| Employer contribution / active EE | $2,808 | $3,216-12.7% | $4,644-39.5% | $2,471+13.6% |
| Participant deferral / active EE | $3,575 | $5,680-37.1% | $6,842-47.8% | $3,740-4.4% |
| Admin fee / account holder | $1,206 | $6,053-80.1% | $9,309-87.0% | $5,306-77.3% |