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 | $21,148 | $78,705-73.1% | $117,854-82.1% | $70,131-69.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.03% | 23.30%-10.3pp | 335.08%-322.0pp | 73.14%-60.1pp |
| Employer contribution / active EE | $978 | $2,223-56.0% | $3,786-74.2% | $2,342-58.3% |
| Participant deferral / active EE | $1,696 | $3,297-48.6% | $4,482-62.2% | $3,332-49.1% |
| Admin fee / account holder | $1,926 | $5,065-62.0% | $8,020-76.0% | $4,645-58.5% |