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 | $25,448 | $138,347-81.6% | $184,203-86.2% | $80,856-68.5% |
| Participation rate | 84.6% | 83.9%+0.7pp | 86.8%-2.2pp | 67.6%+17.0pp |
| Annual return | 16.01% | 20.02%-4.0pp | 28.81%-12.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,582 | $4,850-46.8% | $6,427-59.8% | $2,755-6.3% |
| Participant deferral / active EE | $3,422 | $7,071-51.6% | $9,131-62.5% | $4,296-20.3% |
| Admin fee / account holder | $6,801 | $10,483-35.1% | $13,901-51.1% | $6,918-1.7% |