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 | $16,102 | $100,041-83.9% | $149,718-89.2% | $70,131-77.0% |
| Participation rate | 74.2% | 83.6%-9.4pp | 87.1%-12.9pp | 69.5%+4.7pp |
| Annual return | 22.31% | 27.43%-5.1pp | 1501.63%-1479.3pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,763 | $3,662-51.9% | $5,445-67.6% | $2,342-24.7% |
| Participant deferral / active EE | $2,964 | $4,983-40.5% | $6,569-54.9% | $3,332-11.0% |
| Admin fee / account holder | $354 | $8,286-95.7% | $11,283-96.9% | $4,645-92.4% |