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 | $29,857 | $100,041-70.2% | $149,718-80.1% | $70,131-57.4% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.1%+9.5pp | 69.5%+27.0pp |
| Annual return | 17.11% | 27.43%-10.3pp | 1501.63%-1484.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,474 | $3,662-32.4% | $5,445-54.6% | $2,342+5.6% |
| Participant deferral / active EE | $3,995 | $4,983-19.8% | $6,569-39.2% | $3,332+19.9% |
| Admin fee / account holder | $989 | $8,286-88.1% | $11,283-91.2% | $4,645-78.7% |