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 | $26,885 | $83,477-67.8% | $125,175-78.5% | $72,985-63.2% |
| Participation rate | 78.7% | 73.3%+5.3pp | 79.8%-1.1pp | 69.5%+9.2pp |
| Annual return | 23.57% | 25.78%-2.2pp | 43.79%-20.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,134 | $2,345-51.6% | $3,865-70.7% | $2,440-53.5% |
| Participant deferral / active EE | $2,543 | $3,585-29.1% | $4,937-48.5% | $3,607-29.5% |
| Admin fee / account holder | $5,548 | $5,517+0.6% | $9,702-42.8% | $5,124+8.3% |