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 | $14,647 | $89,355-83.6% | $141,162-89.6% | $72,985-79.9% |
| Participation rate | 90.6% | 75.1%+15.5pp | 82.5%+8.2pp | 69.5%+21.1pp |
| Annual return | 63.70% | 111.85%-48.2pp | 71.39%-7.7pp | 81.00%-17.3pp |
| Employer contribution / active EE | $2,546 | $3,114-18.3% | $4,735-46.2% | $2,440+4.3% |
| Participant deferral / active EE | $4,260 | $5,418-21.4% | $6,709-36.5% | $3,607+18.1% |
| Admin fee / account holder | $609 | $5,958-89.8% | $10,261-94.1% | $5,124-88.1% |