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 | $23,964 | $153,772-84.4% | $133,980-82.1% | $273,961-91.3% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.1%+7.4pp | 83.0%+11.4pp |
| Annual return | 5.65% | 36.51%-30.9pp | 29.30%-23.7pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,214 | $6,029-63.3% | $5,211-57.5% | $4,869-54.5% |
| Participant deferral / active EE | $3,707 | $6,958-46.7% | $6,282-41.0% | $5,287-29.9% |
| Admin fee / account holder | $1,520 | $11,765-87.1% | $9,324-83.7% | $10,132-85.0% |