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 | $12,722 | $91,190-86.0% | $178,490-92.9% | $79,858-84.1% |
| Participation rate | 94.9% | 69.2%+25.7pp | 81.9%+12.9pp | 69.6%+25.2pp |
| Annual return | 14.74% | 24.19%-9.4pp | 151.07%-136.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $680 | $3,256-79.1% | $5,011-86.4% | $2,471-72.5% |
| Participant deferral / active EE | $1,266 | $3,236-60.9% | $5,202-75.7% | $3,740-66.1% |
| Admin fee / account holder | $878 | $6,751-87.0% | $13,984-93.7% | $5,306-83.4% |