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 | $25,902 | $202,318-87.2% | $172,739-85.0% | $152,861-83.1% |
| Participation rate | 81.0% | 87.1%-6.1pp | 82.6%-1.7pp | 82.4%-1.5pp |
| Annual return | 17.04% | 1029.65%-1012.6pp | 802.84%-785.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,784 | $5,856-69.5% | $5,143-65.3% | $4,762-62.5% |
| Participant deferral / active EE | $2,696 | $5,948-54.7% | $5,198-48.1% | $5,850-53.9% |
| Admin fee / account holder | $20,772 | $17,109+21.4% | $13,954+48.9% | $11,596+79.1% |