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 | $7,816 | $88,707-91.2% | $74,183-89.5% | $273,961-97.1% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 9.23% | 11.94%-2.7pp | 17.74%-8.5pp | 41.45%-32.2pp |
| Employer contribution / active EE | $835 | $3,159-73.6% | $2,370-64.8% | $4,869-82.8% |
| Participant deferral / active EE | $2,705 | $4,212-35.8% | $3,550-23.8% | $5,287-48.8% |
| Admin fee / account holder | $898 | $8,717-89.7% | $5,586-83.9% | $10,132-91.1% |