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 | $21,606 | $118,680-81.8% | $98,907-78.2% | $158,922-86.4% |
| Participation rate | 95.5% | 77.8%+17.6pp | 76.0%+19.4pp | 82.0%+13.5pp |
| Annual return | 26.66% | 372.35%-345.7pp | 196.43%-169.8pp | 302.83%-276.2pp |
| Employer contribution / active EE | $2,841 | $3,333-14.8% | $2,689+5.6% | $4,761-40.3% |
| Participant deferral / active EE | $6,183 | $5,088+21.5% | $4,244+45.7% | $5,982+3.4% |
| Admin fee / account holder | $6,353 | $10,131-37.3% | $6,642-4.3% | $11,246-43.5% |