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 | $27,035 | $80,968-66.6% | $96,544-72.0% | $75,163-64.0% |
| Participation rate | 73.1% | 71.8%+1.3pp | 76.0%-2.9pp | 67.2%+5.9pp |
| Annual return | 13.30% | 27.06%-13.8pp | 25.84%-12.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,949 | $2,282-14.6% | $2,965-34.3% | $2,670-27.0% |
| Participant deferral / active EE | $2,444 | $3,928-37.8% | $4,851-49.6% | $4,125-40.7% |
| Admin fee / account holder | $20,781 | $6,724+209.0% | $8,252+151.8% | $5,651+267.7% |