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 | $19,985 | $67,606-70.4% | $82,313-75.7% | $70,131-71.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.93% | 21.57%-5.6pp | 25.88%-9.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $3,086 | $1,755+75.9% | $2,428+27.1% | $2,342+31.7% |
| Participant deferral / active EE | $1,949 | $2,987-34.7% | $3,706-47.4% | $3,332-41.5% |
| Admin fee / account holder | $5,579 | $4,512+23.7% | $5,608-0.5% | $4,645+20.1% |