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 | $8,116 | $48,046-83.1% | $84,611-90.4% | $72,985-88.9% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 17.91% | 37.38%-19.5pp | 258.74%-240.8pp | 81.00%-63.1pp |
| Employer contribution / active EE | $626 | $1,602-60.9% | $2,652-76.4% | $2,440-74.3% |
| Participant deferral / active EE | $1,585 | $2,680-40.9% | $3,899-59.3% | $3,607-56.1% |
| Admin fee / account holder | $730 | $3,395-78.5% | $4,912-85.1% | $5,124-85.8% |