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 | $15,760 | $63,346-75.1% | $92,233-82.9% | $70,131-77.5% |
| Participation rate | 76.5% | 68.7%+7.8pp | 76.5%0pp | 69.5%+6.9pp |
| Annual return | 19.37% | 530.12%-510.8pp | 176.28%-156.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,840 | $2,471-25.6% | $3,679-50.0% | $2,342-21.5% |
| Participant deferral / active EE | $2,314 | $2,854-18.9% | $3,897-40.6% | $3,332-30.5% |
| Admin fee / account holder | $306 | $3,840-92.0% | $5,194-94.1% | $4,645-93.4% |