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 | $15,226 | $76,367-80.1% | $93,606-83.7% | $72,985-79.1% |
| Participation rate | 76.9% | 71.7%+5.2pp | 75.8%+1.1pp | 69.5%+7.4pp |
| Annual return | 17.62% | 25.82%-8.2pp | 32.76%-15.1pp | 81.00%-63.4pp |
| Employer contribution / active EE | $680 | $2,275-70.1% | $2,718-75.0% | $2,440-72.1% |
| Participant deferral / active EE | $1,360 | $3,538-61.6% | $4,069-66.6% | $3,607-62.3% |
| Admin fee / account holder | $887 | $6,838-87.0% | $7,888-88.8% | $5,124-82.7% |