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 | $30,096 | $125,758-76.1% | $169,993-82.3% | $75,163-60.0% |
| Participation rate | 76.5% | 83.6%-7.1pp | 87.0%-10.5pp | 67.2%+9.3pp |
| Annual return | 17.83% | 27.20%-9.4pp | 53.37%-35.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,783 | $4,615-61.4% | $6,785-73.7% | $2,670-33.2% |
| Participant deferral / active EE | $3,255 | $6,837-52.4% | $10,408-68.7% | $4,125-21.1% |
| Admin fee / account holder | $1,020 | $8,173-87.5% | $12,815-92.0% | $5,651-82.0% |